Bank of Montreal
URTH icon

Bank of Montreal’s iShares MSCI World ETF URTH Stock Holding History

Bank of Montreal’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 		$66.7M Buy
329,307
+5,598
+2% +$1.11M 0.02% 509
2026
Q1 		$58.3M Buy
323,709
+47,478
+17% +$8.89M 0.02% 506
2025
Q4 		$51.3M Buy
276,231
+13,195
+5% +$2.43M 0.02% 547
2025
Q3 		$47.8M Buy
263,036
+112,004
+74% +$19.6M 0.02% 510
2025
Q2 		$25.6M Sell
151,032
-18,041
-11% -$2.85M 0.01% 645
2025
Q1 		$25.9M Buy
169,073
+33,495
+25% +$5.3M 0.01% 622
2024
Q4 		$21.1M Sell
135,578
-4,232
-3% -$669K 0.01% 724
2024
Q3 		$21.9M Sell
139,810
-38,193
-21% -$5.75M 0.01% 741
2024
Q2 		$26.3M Buy
178,003
+102,495
+136% +$14.8M 0.01% 675
2024
Q1 		$10.9M Buy
75,508
+64,910
+612% +$8.95M ﹤0.01% 940
2023
Q4 		$1.42M Sell
10,598
-76,517
-88% -$9.54M ﹤0.01% 1868
2023
Q3 		$10.9M Buy
87,115
+11,048
+15% +$1.38M ﹤0.01% 951
2023
Q2 		$9.51M Sell
76,067
-114,943
-60% -$13.8M ﹤0.01% 1028
2023
Q1 		$22.5M Buy
191,010
+184,680
+2,918% +$21.2M 0.01% 640
2022
Q4 		$695K Sell
6,330
-84,986
-93% -$9.22M ﹤0.01% 2411
2022
Q3 		$9.86M Buy
91,316
+91,126
+47,961% +$10.1M ﹤0.01% 995
2022
Q2 		$21K Hold
190
– – ﹤0.01% 3763
2022
Q1 		$25K Hold
190
– – ﹤0.01% 3902
2021
Q4 		$26K Hold
190
– – ﹤0.01% 3319
2021
Q3 		$25K Sell
190
-12,549
-99% -$1.63M ﹤0.01% 3643
2021
Q2 		$1.62M Buy
12,739
+12,394
+3,592% +$1.54M ﹤0.01% 2187
2021
Q1 		$42K Buy
345
+155
+82% +$18K ﹤0.01% 3781
2020
Q4 		$22K Hold
190
– – ﹤0.01% 4383
2020
Q3 		$19K Hold
190
– – ﹤0.01% 3865
2020
Q2 		$18K Sell
190
-598
-76% -$52.2K ﹤0.01% 3899
2020
Q1 		$60K Buy
+788
New +$72.8K ﹤0.01% 2822

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
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

Bank of Montreal's URTH Position: Q2 2026 in Review

Bank of Montreal increased its iShares MSCI World ETF (URTH) stake by 1.7% in Q2 2026, buying an estimated $1.11M and bringing the position to 329,307 shares worth $66.7M. The position accounts for 0.02% of the portfolio, ranked #509.

Bank of Montreal first reported a position in URTH in Q1 2020 and has held it in 26 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Bank of Montreal held 329,307 shares of iShares MSCI World ETF worth $66.7M as of Q2 2026.
  • Bank of Montreal bought 5,598 iShares MSCI World ETF shares in Q2 2026, an estimated $1.11M.
  • iShares MSCI World ETF made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #509 holding.
  • Bank of Montreal first reported a position in iShares MSCI World ETF in Q1 2020 and has held it in 26 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.