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WELLINGTON-ALTUS USA INC.’s iShares MSCI World ETF URTH Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$451K Buy
2,503
+27
+1% +$5.34K 0.32% 70
2026
Q1 		$502K Buy
2,476
+1,094
+79% +$205K 0.3% 83
2025
Q4 		$257K Buy
+1,382
New +$254K 0.19% 98

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

WELLINGTON-ALTUS USA INC.'s URTH Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. increased its iShares MSCI World ETF (URTH) stake by 1.1% in Q2 2026, buying an estimated $5.34K and bringing the position to 2,503 shares worth $451K. The position accounts for 0.32% of the portfolio, ranked #70.

WELLINGTON-ALTUS USA INC. first reported a position in URTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $502K in Q1 2026. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 2,503 shares of iShares MSCI World ETF worth $451K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. bought 27 iShares MSCI World ETF shares in Q2 2026, an estimated $5.34K.
  • iShares MSCI World ETF made up 0.32% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #70 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares MSCI World ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares MSCI World ETF position peaked at $502K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.