Atria Investments’s iShares MSCI World ETF URTH Stock Holding History

Atria Investments’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	$338K	Buy	+1,668	New	+$330K	﹤0.01%	1771
2026 Q1	–	Sell	-1,780	Closed	-$331K	–	2155
2025 Q4	$331K	Sell	1,780 -490	-22%	-$90.1K	﹤0.01%	1683
2025 Q3	$412K	Buy	2,270 +640	+39%	+$112K	﹤0.01%	1532
2025 Q2	$276K	Buy	+1,630	New	+$257K	﹤0.01%	1761
2025 Q1	–	Sell	-1,591	Closed	-$247K	–	2004
2024 Q4	$247K	Buy	+1,591	New	+$252K	﹤0.01%	1691

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

Atria Investments's URTH Position: Q2 2026 in Review

Atria Investments opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 1,668 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings. This is a return to the name: Atria Investments previously reported a position in URTH as recently as Q4 2025.

Atria Investments first reported a position in URTH in Q4 2024 and has held it in 5 quarters since. The position peaked at $412K in Q3 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Atria Investments held 1,668 shares of iShares MSCI World ETF worth $338K as of Q2 2026.
iShares MSCI World ETF was a new Atria Investments position in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1771 holding.
Atria Investments first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 5 quarters since.
Atria Investments's iShares MSCI World ETF position peaked at $412K in Q3 2025.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.