BCM
URTH icon

BluePointe Capital Management’s iShares MSCI World ETF URTH Stock Holding History

BluePointe Capital 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
2025
Q1 		$6.36M Buy
41,546
+8,443
+26% +$1.34M 2.42% 9
2024
Q4 		$5.15M Sell
33,103
-2,689
-8% -$425K 2.95% 8
2024
Q3 		$5.62M Sell
35,792
-778
-2% -$117K 3.64% 6
2024
Q2 		$5.39M Buy
36,570
+3
+0% +$432 3.62% 6
2024
Q1 		$5.3M Buy
36,567
+618
+2% +$85.2K 3.64% 5
2023
Q4 		$4.78M Buy
+35,949
New +$4.48M 3.63% 6

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return