WealthShield Partners’s iShares MSCI World ETF URTH Stock Holding History

WealthShield Partners’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 Q1	$108K	Hold	600	–	–	0.01%	395
2025 Q4	$111K	Hold	600	–	–	0.01%	379
2025 Q3	$109K	Hold	600	–	–	0.01%	385
2025 Q2	$102K	Hold	600	–	–	0.01%	382
2025 Q1	$91.9K	Hold	600	–	–	0.01%	376
2024 Q4	$93.3K	Hold	600	–	–	0.01%	346
2024 Q3	$94.1K	Hold	600	–	–	0.01%	352
2024 Q2	$88.5K	Hold	600	–	–	0.01%	331
2024 Q1	$86.9K	Hold	600	–	–	0.01%	328
2023 Q4	$79.8K	Hold	600	–	–	0.01%	335
2023 Q3	$72.1K	Hold	600	–	–	0.01%	358
2023 Q2	$74.7K	Hold	600	–	–	0.01%	357
2023 Q1	$70.6K	Buy	+600	New	+$68.8K	0.01%	358
2021 Q2	–	Sell	-85	Closed	-$10K	–	1142
2021 Q1	$10K	Buy	+85	New	+$9.87K	﹤0.01%	810

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

WealthShield Partners's URTH Position: Q1 2026 in Review

WealthShield Partners held its iShares MSCI World ETF (URTH) position steady in Q1 2026 at 600 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #395.

WealthShield Partners first reported a position in URTH in Q1 2021 and has held it in 14 quarters since. The position peaked at $111K in Q4 2025. 267 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

WealthShield Partners held 600 shares of iShares MSCI World ETF worth $108K as of Q1 2026.
WealthShield Partners left its iShares MSCI World ETF share count unchanged in Q1 2026.
iShares MSCI World ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #395 holding.
WealthShield Partners first reported a position in iShares MSCI World ETF in Q1 2021 and has held it in 14 quarters since.
WealthShield Partners's iShares MSCI World ETF position peaked at $111K in Q4 2025.
267 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.