Envestnet Portfolio Solutions
URTH icon

Envestnet Portfolio Solutions’s iShares MSCI World ETF URTH Stock Holding History

Envestnet Portfolio 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
2026
Q1 		– Sell
-4,181
Closed -$777K – 1508
2025
Q4 		$777K Buy
+4,181
New +$769K ﹤0.01% 860
2025
Q1 		– Sell
-8,339
Closed -$1.3M – 1771
2024
Q4 		$1.3M Buy
+8,339
New +$1.32M ﹤0.01% 822
2024
Q1 		– Sell
-16,358
Closed -$2.18M – 1652
2023
Q4 		$2.18M Buy
+16,358
New +$2.04M 0.01% 571

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Envestnet Portfolio Solutions's URTH Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares MSCI World ETF (URTH) in Q1 2026, closing a stake of 4,181 shares — an estimated $777K sold.

Envestnet Portfolio Solutions first reported a position in URTH in Q4 2023 and held it in 3 quarters. The position peaked at $2.18M in Q4 2023. 270 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares MSCI World ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,181 iShares MSCI World ETF shares in Q1 2026, an estimated $777K.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI World ETF in Q4 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's iShares MSCI World ETF position peaked at $2.18M in Q4 2023.
  • 270 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.