Wealthspire Advisors (New York)’s iShares MSCI World ETF URTH Stock Holding History

Wealthspire Advisors (New York)’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	$803K	Hold	3,961	–	–	﹤0.01%	616
2026 Q1	$713K	Buy	3,961 +43	+1%	+$8.05K	0.01%	484
2025 Q4	$728K	Buy	3,918 +52	+1%	+$9.57K	0.01%	506
2025 Q3	$702K	Hold	3,866	–	–	﹤0.01%	461
2025 Q2	$655K	Hold	3,866	–	–	﹤0.01%	474
2025 Q1	$592K	Hold	3,866	–	–	﹤0.01%	480
2024 Q4	$601K	Hold	3,866	–	–	0.01%	468
2024 Q3	$607K	Buy	+3,866	New	+$582K	0.01%	454

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

Wealthspire Advisors (New York)'s URTH Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 3,961 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Wealthspire Advisors (New York) first reported a position in URTH in Q3 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Wealthspire Advisors (New York) held 3,961 shares of iShares MSCI World ETF worth $803K as of Q2 2026.
Wealthspire Advisors (New York) left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #616 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI World ETF in Q3 2024 and has held it in 8 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.