JFG
URTH icon

JDM Financial Group’s iShares MSCI World ETF URTH Stock Holding History

JDM Financial Group’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 		$262K Hold
1,457
– – 0.1% 55
2025
Q4 		$271K Hold
1,457
– – 0.11% 55
2025
Q3 		$265K Hold
1,457
– – 0.11% 52
2025
Q2 		$247K Hold
1,457
– – 0.12% 51
2025
Q1 		$223K Hold
1,457
– – 0.11% 51
2024
Q4 		$227K Sell
1,457
-558
-28% -$88.3K 0.12% 46
2024
Q3 		$316K Sell
2,015
-1,078
-35% -$162K 0.17% 40
2024
Q2 		$456K Buy
3,093
+32
+1% +$4.61K 0.31% 28
2024
Q1 		$444K Buy
+3,061
New +$422K 0.32% 28

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