Financial Engines Advisors
URTH icon

Financial Engines Advisors’s iShares MSCI World ETF URTH Stock Holding History

Financial Engines 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 		– Sell
-1,080
Closed -$201K – 562
2025
Q4 		$201K Sell
1,080
-170
-14% -$31.3K ﹤0.01% 528
2025
Q3 		$227K Hold
1,250
– – ﹤0.01% 511
2025
Q2 		$212K Sell
1,250
-716
-36% -$113K ﹤0.01% 499
2025
Q1 		$301K Hold
1,966
– – ﹤0.01% 374
2024
Q4 		$306K Sell
1,966
-7
-0.4% -$1.11K ﹤0.01% 382
2024
Q3 		$310K Sell
1,973
-23
-1% -$3.46K ﹤0.01% 329
2024
Q2 		$294K Sell
1,996
-2
-0.1% -$288 ﹤0.01% 308
2024
Q1 		$290K Sell
1,998
-167
-8% -$23K ﹤0.01% 299
2023
Q4 		$288K Buy
2,165
+142
+7% +$17.7K ﹤0.01% 272
2023
Q3 		$243K Sell
2,023
-992
-33% -$124K ﹤0.01% 262
2023
Q2 		$375K Buy
3,015
+963
+47% +$116K ﹤0.01% 230
2023
Q1 		$241K Sell
2,052
-9,050
-82% -$1.04M ﹤0.01% 260
2022
Q4 		$1.21M Buy
11,102
+8,540
+333% +$927K ﹤0.01% 155
2022
Q3 		$256K Sell
2,562
-1,773
-41% -$197K ﹤0.01% 255
2022
Q2 		$463K Buy
+4,335
New +$505K ﹤0.01% 206

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