Global Retirement Partners’s iShares MSCI World ETF URTH Stock Holding History

Global Retirement 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
2025 Q4	–	Sell	-1	Closed	-$182	–	4421
2025 Q3	$182	Hold	1	–	–	﹤0.01%	3747
2025 Q2	$169	Buy	+1	New	+$158	﹤0.01%	3685
2024 Q4	$156	Hold	1	–	–	﹤0.01%	3525
2024 Q3	$157	Buy	+1	New	+$151	﹤0.01%	3391
2023 Q2	–	Sell	-71	Closed	-$8.37K	–	3253
2023 Q1	$8.37K	Buy	71 +58	+446%	+$6.65K	﹤0.01%	1985
2022 Q4	$1.42K	Buy	+13	New	+$1.41K	﹤0.01%	2481

Other funds holding URTH

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return