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C.M. Bidwell & Associates’s iShares MSCI World ETF URTH Stock Holding History

C.M. Bidwell & Associates’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 		$89.1K Buy
440
+1
+0.2% +$198 0.04% 182
2026
Q1 		$79K Hold
439
– – 0.04% 186
2025
Q4 		$81.6K Buy
439
+3
+0.7% +$552 0.04% 195
2025
Q3 		$79.1K Buy
436
+4
+0.9% +$699 0.04% 197
2025
Q2 		$73.1K Buy
432
+1
+0.2% +$158 0.04% 197
2025
Q1 		$66K Hold
431
– – 0.04% 196
2024
Q4 		$67K Hold
431
– – 0.04% 213
2024
Q3 		$67.6K Hold
431
– – 0.04% 210
2024
Q2 		$63.5K Buy
431
+1
+0.2% +$144 0.04% 213
2024
Q1 		$62.3K Buy
430
+2
+0.5% +$276 0.04% 217
2023
Q4 		$56.9K Buy
428
+65
+18% +$8.1K 0.04% 211
2023
Q3 		$43.6K Sell
363
-2,485
-87% -$310K 0.03% 287
2023
Q2 		$355K Buy
2,848
+2
+0.1% +$240 0.26% 66
2023
Q1 		$335K Buy
2,846
+55
+2% +$6.31K 0.25% 62
2022
Q4 		$305K Buy
2,791
+86
+3% +$9.33K 0.24% 71
2022
Q3 		$270K Sell
2,705
-14
-0.5% -$1.55K 0.22% 79
2022
Q2 		$291K Buy
2,719
+621
+30% +$72.3K 0.23% 70
2022
Q1 		$269K Buy
2,098
+85
+4% +$10.8K 0.18% 106
2021
Q4 		$273K Buy
2,013
+320
+19% +$42.5K 0.17% 110
2021
Q3 		$214K Sell
1,693
-40
-2% -$5.19K 0.14% 138
2021
Q2 		$219K Sell
1,733
-242
-12% -$30.1K 0.14% 134
2021
Q1 		$234K Sell
1,975
-260
-12% -$30.2K 0.17% 107
2020
Q4 		$251K Sell
2,235
-85
-4% -$9.01K 0.21% 75
2020
Q3 		$231K Buy
2,320
+1,264
+120% +$125K 0.21% 87
2020
Q2 		$97K Buy
1,056
+413
+64% +$36.1K 0.09% 212
2020
Q1 		$50K Buy
+643
New +$59.4K 0.05% 203

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

C.M. Bidwell & Associates's URTH Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its iShares MSCI World ETF (URTH) stake by 0.23% in Q2 2026, buying an estimated $198 and bringing the position to 440 shares worth $89.1K. The position accounts for 0.04% of the portfolio, ranked #182.

C.M. Bidwell & Associates first reported a position in URTH in Q1 2020 and has held it in 26 quarters since. The position peaked at $355K in Q2 2023. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • C.M. Bidwell & Associates held 440 shares of iShares MSCI World ETF worth $89.1K as of Q2 2026.
  • C.M. Bidwell & Associates bought 1 iShares MSCI World ETF share in Q2 2026, an estimated $198.
  • iShares MSCI World ETF made up 0.04% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #182 holding.
  • C.M. Bidwell & Associates first reported a position in iShares MSCI World ETF in Q1 2020 and has held it in 26 quarters since.
  • C.M. Bidwell & Associates's iShares MSCI World ETF position peaked at $355K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.