EH
URTH icon

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
Q2 		$872K Buy
4,301
+335
+8% +$66.3K 0.01% 1062
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 $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

Equitable Holdings's URTH Position: Q2 2026 in Review

Equitable Holdings increased its iShares MSCI World ETF (URTH) stake by 8.4% in Q2 2026, buying an estimated $66.3K and bringing the position to 4,301 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #1062.

Equitable Holdings first reported a position in URTH in Q4 2021 and has held it in 19 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Equitable Holdings held 4,301 shares of iShares MSCI World ETF worth $872K as of Q2 2026.
  • Equitable Holdings bought 335 iShares MSCI World ETF shares in Q2 2026, an estimated $66.3K.
  • iShares MSCI World ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #1062 holding.
  • Equitable Holdings first reported a position in iShares MSCI World ETF in Q4 2021 and has held it in 19 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.