Ground Swell Capital’s iShares MSCI World ETF URTH Stock Holding History

Ground Swell Capital’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	$390K	Buy	+1,925	New	+$381K	0.42%	28
2024 Q4	–	Sell	-1,679	Closed	-$263K	–	262
2024 Q3	$263K	Buy	+1,679	New	+$253K	0.23%	60
2021 Q1	–	Sell	-2,707	Closed	-$304K	–	133
2020 Q4	$304K	Buy	+2,707	New	+$287K	1.16%	20

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

Ground Swell Capital's URTH Position: Q2 2026 in Review

Ground Swell Capital opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 1,925 shares worth $390K. The stake represents 0.42% of the portfolio and ranks #28 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in URTH as recently as Q3 2024.

Ground Swell Capital first reported a position in URTH in Q4 2020 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Ground Swell Capital held 1,925 shares of iShares MSCI World ETF worth $390K as of Q2 2026.
iShares MSCI World ETF was a new Ground Swell Capital position in Q2 2026.
iShares MSCI World ETF made up 0.42% of Ground Swell Capital's portfolio in Q2 2026, its #28 holding.
Ground Swell Capital first reported a position in iShares MSCI World ETF in Q4 2020 and has held it in 3 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.