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Atria Wealth Solutions’s iShares MSCI World ETF URTH Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$213K Buy
+1,256
New +$198K ﹤0.01% 1361
2022
Q2 		– Sell
-1,680
Closed -$215K – 1893
2022
Q1 		$215K Buy
+1,680
New +$213K ﹤0.01% 1548

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Atria Wealth Solutions's URTH Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in iShares MSCI World ETF (URTH) in Q2 2025: 1,256 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1361 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in URTH as recently as Q1 2022.

Atria Wealth Solutions first reported a position in URTH in Q1 2022 and has held it in 2 quarters since. The position peaked at $215K in Q1 2022. 234 funds tracked by Wall St. Rank hold URTH as of Q2 2025.

  • Atria Wealth Solutions held 1,256 shares of iShares MSCI World ETF worth $213K as of Q2 2025.
  • iShares MSCI World ETF was a new Atria Wealth Solutions position in Q2 2025.
  • iShares MSCI World ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1361 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI World ETF in Q1 2022 and has held it in 2 quarters since.
  • Atria Wealth Solutions's iShares MSCI World ETF position peaked at $215K in Q1 2022.
  • 234 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.