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

Atomi 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	$1.07M	Buy	5,961 +497	+9%	+$93K	0.03%	416
2025 Q4	$1.02M	Sell	5,464 -1,623	-23%	-$299K	0.03%	405
2025 Q3	$1.29M	Buy	7,087 +245	+4%	+$42.8K	0.04%	305
2025 Q2	$1.16M	Buy	6,842 +324	+5%	+$51.2K	0.04%	299
2025 Q1	$998K	Buy	6,518 +750	+13%	+$119K	0.05%	307
2024 Q4	$897K	Buy	5,768 +776	+16%	+$123K	0.05%	290
2024 Q3	$783K	Buy	4,992 +340	+7%	+$51.2K	0.05%	300
2024 Q2	$686K	Buy	4,652 +687	+17%	+$99K	0.05%	299
2024 Q1	$575K	Buy	3,965 +277	+8%	+$38.2K	0.05%	305
2023 Q4	$491K	Buy	+3,688	New	+$460K	0.07%	275

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

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

Atomi Financial Group increased its iShares MSCI World ETF (URTH) stake by 9.1% in Q1 2026, buying an estimated $93K and bringing the position to 5,961 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #416.

Atomi Financial Group first reported a position in URTH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Atomi Financial Group held 5,961 shares of iShares MSCI World ETF worth $1.07M as of Q1 2026.
Atomi Financial Group bought 497 iShares MSCI World ETF shares in Q1 2026, an estimated $93K.
iShares MSCI World ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #416 holding.
Atomi Financial Group first reported a position in iShares MSCI World ETF in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's iShares MSCI World ETF position peaked at $1.29M in Q3 2025.
266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.