Wealth Enhancement Advisory Services
URTH icon

Wealth Enhancement Advisory Services’s iShares MSCI World ETF URTH Stock Holding History

Wealth Enhancement Advisory Services’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 		$362K Buy
+1,771
New +$350K ﹤0.01% 3017
2026
Q1 		– Sell
-2,146
Closed -$406K – 3873
2025
Q4 		$406K Buy
+2,146
New +$395K ﹤0.01% 2643

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's URTH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 1,771 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #3017 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in URTH as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in URTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $406K in Q4 2025. 58 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,771 shares of iShares MSCI World ETF worth $362K as of Q2 2026.
  • iShares MSCI World ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • iShares MSCI World ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3017 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI World ETF in Q4 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI World ETF position peaked at $406K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.