EWA
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EverSource Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History

EverSource Wealth Advisors’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 		$1.08K Hold
6
– – ﹤0.01% 3832
2025
Q4 		$1.11K Hold
6
– – ﹤0.01% 3677
2025
Q3 		$1.09K Hold
6
– – ﹤0.01% 3740
2025
Q2 		$1.02K Hold
6
– – ﹤0.01% 3734
2025
Q1 		$919 Sell
6
-1,557
-100% -$247K ﹤0.01% 3259
2024
Q4 		$243K Buy
+1,563
New +$247K 0.01% 582
2023
Q2 		– Sell
-114
Closed -$13.4K – 2624
2023
Q1 		$13.4K Hold
114
– – ﹤0.01% 1244
2022
Q4 		$12.5K Buy
+114
New +$12.4K ﹤0.01% 1252

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $51.9B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $761B 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