JTC Employer Solutions Trustee’s iShares MSCI World ETF URTH Stock Holding History

JTC Employer Solutions Trustee’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	$178K	Hold	878	–	–	0.01%	156
2026 Q1	$158K	Hold	878	–	–	0.01%	167
2025 Q4	$163K	Hold	878	–	–	0.01%	170
2025 Q3	$159K	Hold	878	–	–	0.01%	168
2025 Q2	$149K	Hold	878	–	–	0.01%	160
2025 Q1	$134K	Hold	878	–	–	0.01%	174
2024 Q4	$137K	Hold	878	–	–	0.01%	168
2024 Q3	$138K	Hold	878	–	–	0.01%	165
2024 Q2	$130K	Hold	878	–	–	0.01%	166
2024 Q1	$127K	Hold	878	–	–	0.01%	177
2023 Q4	$117K	Hold	878	–	–	0.01%	181
2023 Q3	$105K	Hold	878	–	–	0.01%	184
2023 Q2	$109K	Hold	878	–	–	0.01%	183
2023 Q1	$103K	Hold	878	–	–	0.01%	193
2022 Q4	$96K	Hold	878	–	–	0.01%	198
2022 Q3	$88K	Hold	878	–	–	0.01%	174
2022 Q2	$94K	Sell	878 -1,826	-68%	-$213K	0.01%	154
2022 Q1	$347K	Hold	2,704	–	–	0.04%	85
2021 Q4	$366K	Hold	2,704	–	–	0.05%	81
2021 Q3	$342K	Hold	2,704	–	–	0.05%	84
2021 Q2	$342K	Buy	+2,704	New	+$336K	0.05%	72

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

JTC Employer Solutions Trustee's URTH Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 878 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #156.

JTC Employer Solutions Trustee first reported a position in URTH in Q2 2021 and has held it in 21 quarters since. The position peaked at $366K in Q4 2021. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

JTC Employer Solutions Trustee held 878 shares of iShares MSCI World ETF worth $178K as of Q2 2026.
JTC Employer Solutions Trustee left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #156 holding.
JTC Employer Solutions Trustee first reported a position in iShares MSCI World ETF in Q2 2021 and has held it in 21 quarters since.
JTC Employer Solutions Trustee's iShares MSCI World ETF position peaked at $366K in Q4 2021.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.