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WBH Advisory’s iShares MSCI World ETF URTH Stock Holding History

WBH Advisory’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.66M Buy
18,059
+1
+0% +$198 0.25% 86
2026
Q1 		$3.28M Sell
18,058
-117
-0.6% -$21.9K 0.25% 81
2025
Q4 		$3.38M Sell
18,175
-734
-4% -$135K 0.25% 78
2025
Q3 		$3.43M Sell
18,909
-8
-0% -$1.4K 0.26% 76
2025
Q2 		$3.2M Buy
18,917
+2,568
+16% +$405K 0.27% 73
2025
Q1 		$2.5M Buy
16,349
+4,843
+42% +$767K 0.23% 75
2024
Q4 		$1.79M Sell
11,506
-355
-3% -$56.1K 0.17% 103
2024
Q3 		$1.86M Buy
11,861
+2
+0% +$301 0.18% 103
2024
Q2 		$1.75M Buy
11,859
+437
+4% +$63K 0.18% 99
2024
Q1 		$1.66M Sell
11,422
-41
-0.4% -$5.66K 0.17% 103
2023
Q4 		$1.52M Sell
11,463
-1,126
-9% -$140K 0.17% 108
2023
Q3 		$1.51M Buy
12,589
+647
+5% +$80.6K 0.19% 108
2023
Q2 		$1.49M Sell
11,942
-812
-6% -$97.5K 0.18% 110
2023
Q1 		$1.5M Buy
+12,754
New +$1.46M 0.19% 111

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

WBH Advisory's URTH Position: Q2 2026 in Review

WBH Advisory increased its iShares MSCI World ETF (URTH) stake by 0.01% in Q2 2026, buying an estimated $198 and bringing the position to 18,059 shares worth $3.66M. The position accounts for 0.25% of the portfolio, ranked #86.

WBH Advisory first reported a position in URTH in Q1 2023 and has held it in 14 quarters since. 164 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • WBH Advisory held 18,059 shares of iShares MSCI World ETF worth $3.66M as of Q2 2026.
  • WBH Advisory bought 1 iShares MSCI World ETF share in Q2 2026, an estimated $198.
  • iShares MSCI World ETF made up 0.25% of WBH Advisory's portfolio in Q2 2026, its #86 holding.
  • WBH Advisory first reported a position in iShares MSCI World ETF in Q1 2023 and has held it in 14 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.