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FWL Investment Management’s iShares MSCI World ETF URTH Stock Holding History

FWL Investment Management’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
-20
Closed -$3.8K – 410
2025
Q4 		$3.8K Hold
20
– – ﹤0.01% 325
2025
Q3 		$3.71K Buy
+20
New +$3.5K ﹤0.01% 303

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

FWL Investment Management's URTH Position: Q1 2026 in Review

FWL Investment Management sold out of iShares MSCI World ETF (URTH) in Q1 2026, closing a stake of 20 shares — an estimated $3.8K sold.

FWL Investment Management first reported a position in URTH in Q3 2025 and held it in 2 quarters. The position peaked at $3.8K in Q4 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • FWL Investment Management reported no remaining iShares MSCI World ETF position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 20 iShares MSCI World ETF shares in Q1 2026, an estimated $3.8K.
  • FWL Investment Management first reported a position in iShares MSCI World ETF in Q3 2025 and held it in 2 quarters.
  • FWL Investment Management's iShares MSCI World ETF position peaked at $3.8K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.