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Gen-Wealth Partners’s iShares MSCI World ETF URTH Stock Holding History

Gen-Wealth Partners’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 		$111K Hold
617
– – 0.04% 315
2025
Q4 		$115K Hold
617
– – 0.04% 311
2025
Q3 		$112K Hold
617
– – 0.04% 307
2025
Q2 		$105K Hold
617
– – 0.04% 276
2025
Q1 		$94.5K Hold
617
– – 0.04% 278
2024
Q4 		$95.9K Hold
617
– – 0.04% 290
2024
Q3 		$96.4K Sell
617
-341
-36% -$51.4K 0.04% 290
2024
Q2 		$141K Hold
958
– – 0.07% 241
2024
Q1 		$139K Buy
+958
New +$132K 0.07% 259

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