EH
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Equitable Holdings’s iShares MSCI World ETF URTH Stock Holding History

Equitable Holdings’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 		$737K Buy
3,966
+82
+2% +$15.3K ﹤0.01% 1098
2025
Q4 		$722K Sell
3,884
-172
-4% -$31.6K ﹤0.01% 973
2025
Q3 		$736K Hold
4,056
– – 0.01% 941
2025
Q2 		$687K Buy
4,056
+579
+17% +$91.4K 0.01% 914
2025
Q1 		$533K Sell
3,477
-486
-12% -$76.9K 0.01% 901
2024
Q4 		$616K Buy
3,963
+775
+24% +$123K 0.01% 819
2024
Q3 		$500K Buy
3,188
+46
+1% +$6.93K ﹤0.01% 863
2024
Q2 		$463K Buy
3,142
+389
+14% +$56.1K ﹤0.01% 859
2024
Q1 		$399K Hold
2,753
– – ﹤0.01% 883
2023
Q4 		$366K Buy
2,753
+1,014
+58% +$126K ﹤0.01% 874
2023
Q3 		$209K Sell
1,739
-34
-2% -$4.24K ﹤0.01% 999
2023
Q2 		$221K Sell
1,773
-824
-32% -$98.9K ﹤0.01% 957
2023
Q1 		$306K Buy
2,597
+34
+1% +$3.9K ﹤0.01% 790
2022
Q4 		$280K Sell
2,563
-225
-8% -$24.4K ﹤0.01% 755
2022
Q3 		$279K Sell
2,788
-10
-0.4% -$1.11K 0.01% 713
2022
Q2 		$299K Sell
2,798
-591
-17% -$68.8K 0.01% 691
2022
Q1 		$434K Sell
3,389
-170
-5% -$21.6K 0.01% 611
2021
Q4 		$482K Buy
+3,559
New +$473K 0.01% 573

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Equitable Holdings's URTH Position: Q1 2026 in Review

Equitable Holdings increased its iShares MSCI World ETF (URTH) stake by 2.1% in Q1 2026, buying an estimated $15.3K and bringing the position to 3,966 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Equitable Holdings first reported a position in URTH in Q4 2021 and has held it in 18 quarters since. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Equitable Holdings held 3,966 shares of iShares MSCI World ETF worth $737K as of Q1 2026.
  • Equitable Holdings bought 82 iShares MSCI World ETF shares in Q1 2026, an estimated $15.3K.
  • iShares MSCI World ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1098 holding.
  • Equitable Holdings first reported a position in iShares MSCI World ETF in Q4 2021 and has held it in 18 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.