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

Angeles 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 		$21.2M Sell
117,701
-4,685
-4% -$877K 1.15% 16
2025
Q4 		$22.7M Buy
122,386
+3,356
+3% +$617K 1.25% 16
2025
Q3 		$21.6M Sell
119,030
-274
-0.2% -$47.9K 1.33% 17
2025
Q2 		$20.2M Buy
119,304
+6,412
+6% +$1.01M 1.39% 15
2025
Q1 		$17.3M Sell
112,892
-4,525
-4% -$716K 1.44% 16
2024
Q4 		$18.3M Sell
117,417
-1,945
-2% -$308K 1.5% 15
2024
Q3 		$18.7M Sell
119,362
-1,065
-0.9% -$160K 1.61% 15
2024
Q2 		$17.8M Sell
120,427
-13,475
-10% -$1.94M 1.67% 15
2024
Q1 		$19.4M Sell
133,902
-10,835
-7% -$1.49M 1.94% 13
2023
Q4 		$19.3M Sell
144,737
-4,513
-3% -$563K 2.35% 12
2023
Q3 		$17.9M Sell
149,250
-110
-0.1% -$13.7K 2.53% 11
2023
Q2 		$18.6M Sell
149,360
-1,690
-1% -$203K 2.54% 12
2023
Q1 		$17.8M Sell
151,050
-2,270
-1% -$260K 2.64% 10
2022
Q4 		$16.8M Buy
153,320
+48,210
+46% +$5.23M 2.93% 9
2022
Q3 		$10.5M Sell
105,110
-92,475
-47% -$10.3M 2.08% 15
2022
Q2 		$21.1M Buy
+197,585
New +$23M 4.22% 7

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $51.9B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $761B 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