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 Q2	–	Sell	-600	Closed	-$108K	–	591
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 $672B AUM 33.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SMDAM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

WealthShield Partners's URTH Position: Q2 2026 in Review

WealthShield Partners sold out of iShares MSCI World ETF (URTH) in Q2 2026, closing a stake of 600 shares — an estimated $108K sold.

WealthShield Partners first reported a position in URTH in Q1 2021 and held it in 14 quarters. The position peaked at $111K in Q4 2025. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

WealthShield Partners reported no remaining iShares MSCI World ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 600 iShares MSCI World ETF shares in Q2 2026, an estimated $108K.
WealthShield Partners first reported a position in iShares MSCI World ETF in Q1 2021 and held it in 14 quarters.
WealthShield Partners's iShares MSCI World ETF position peaked at $111K in Q4 2025.
273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.