Ameliora Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Ameliora Wealth Management’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	$24.5K	Sell	136 -64	-32%	-$12K	0.01%	184
2025 Q4	$37.2K	Hold	200	–	–	0.01%	161
2025 Q3	$36.3K	Sell	200 -240	-55%	-$41.9K	0.01%	159
2025 Q2	$74.5K	Sell	440 -150	-25%	-$23.7K	0.03%	140
2025 Q1	$90.4K	Hold	590	–	–	0.03%	142
2024 Q4	$91.7K	Buy	+590	New	+$93.3K	0.03%	141
2024 Q3	–	Sell	-185	Closed	-$27.3K	–	190
2024 Q2	$27.3K	Hold	185	–	–	0.01%	141
2024 Q1	$26.8K	Sell	185 -496	-73%	-$68.4K	0.01%	154
2023 Q4	$90.6K	Sell	681 -416	-38%	-$51.9K	0.05%	97
2023 Q3	$132K	Sell	1,097 -415	-27%	-$51.7K	0.08%	90
2023 Q2	$188K	Sell	1,512 -20,672	-93%	-$2.48M	0.12%	82
2023 Q1	$2.61M	Sell	22,184 -25,451	-53%	-$2.92M	1.52%	18
2022 Q4	$5.2M	Buy	47,635 +713	+2%	+$77.4K	2.78%	12
2022 Q3	$4.68M	Buy	+46,922	New	+$5.21M	2.54%	13

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 $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

Ameliora Wealth Management's URTH Position: Q1 2026 in Review

Ameliora Wealth Management reduced its iShares MSCI World ETF (URTH) stake by 32% in Q1 2026, selling an estimated $12K and leaving 136 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #184.

Ameliora Wealth Management first reported a position in URTH in Q3 2022 and has held it in 14 quarters since. The position peaked at $5.2M in Q4 2022. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Ameliora Wealth Management held 136 shares of iShares MSCI World ETF worth $24.5K as of Q1 2026.
Ameliora Wealth Management sold 64 iShares MSCI World ETF shares in Q1 2026, an estimated $12K.
iShares MSCI World ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q1 2026, its #184 holding.
Ameliora Wealth Management first reported a position in iShares MSCI World ETF in Q3 2022 and has held it in 14 quarters since.
Ameliora Wealth Management's iShares MSCI World ETF position peaked at $5.2M in Q4 2022.
266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.