AFG
URTH icon

Allegheny Financial Group’s iShares MSCI World ETF URTH Stock Holding History

Allegheny Financial Group’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 		$208K Hold
1,154
– – 0.03% 268
2025
Q4 		$214K Hold
1,154
– – 0.03% 264
2025
Q3 		$210K Buy
+1,154
New +$202K 0.04% 242

Other funds holding URTH

Royal Bank of Canada
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Toronto Dominion Bank
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Allegheny Financial Group's URTH Position: Q1 2026 in Review

Allegheny Financial Group held its iShares MSCI World ETF (URTH) position steady in Q1 2026 at 1,154 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #268.

Allegheny Financial Group first reported a position in URTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Allegheny Financial Group held 1,154 shares of iShares MSCI World ETF worth $208K as of Q1 2026.
  • Allegheny Financial Group left its iShares MSCI World ETF share count unchanged in Q1 2026.
  • iShares MSCI World ETF made up 0.03% of Allegheny Financial Group's portfolio in Q1 2026, its #268 holding.
  • Allegheny Financial Group first reported a position in iShares MSCI World ETF in Q3 2025 and has held it in 3 quarters since.
  • Allegheny Financial Group's iShares MSCI World ETF position peaked at $214K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.