Lido Advisors
URTH icon

Lido Advisors’s iShares MSCI World ETF URTH Stock Holding History

Lido Advisors’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 		$8.7M Sell
42,945
-3,130
-7% -$619K 0.02% 378
2026
Q1 		$8.29M Sell
46,075
-27,346
-37% -$5.12M 0.03% 355
2025
Q4 		$13.5M Sell
73,421
-797
-1% -$147K 0.04% 277
2025
Q3 		$13.5M Buy
74,218
+25,629
+53% +$4.48M 0.04% 259
2025
Q2 		$8.23M Buy
48,589
+42,235
+665% +$6.67M 0.03% 281
2025
Q1 		$973K Hold
6,354
– – ﹤0.01% 793
2024
Q4 		$988K Sell
6,354
-1,007
-14% -$159K ﹤0.01% 769
2024
Q3 		$1.16M Hold
7,361
– – 0.01% 654
2024
Q2 		$1.09M Sell
7,361
-1
-0% -$144 0.01% 632
2024
Q1 		$1.07M Sell
7,362
-9,145
-55% -$1.26M 0.01% 630
2023
Q4 		$2.2M Buy
16,507
+8,253
+100% +$1.03M 0.01% 396
2023
Q3 		$992K Sell
8,254
-8,252
-50% -$1.03M 0.01% 547
2023
Q2 		$2.06M Buy
16,506
+8,253
+100% +$991K 0.01% 367
2023
Q1 		$971K Buy
+8,253
New +$946K 0.01% 489

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
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

Lido Advisors's URTH Position: Q2 2026 in Review

Lido Advisors reduced its iShares MSCI World ETF (URTH) stake by 6.8% in Q2 2026, selling an estimated $619K and leaving 42,945 shares worth $8.7M. The position accounts for 0.02% of the portfolio, ranked #378.

Lido Advisors first reported a position in URTH in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.5M in Q4 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Lido Advisors held 42,945 shares of iShares MSCI World ETF worth $8.7M as of Q2 2026.
  • Lido Advisors sold 3,130 iShares MSCI World ETF shares in Q2 2026, an estimated $619K.
  • iShares MSCI World ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #378 holding.
  • Lido Advisors first reported a position in iShares MSCI World ETF in Q1 2023 and has held it in 14 quarters since.
  • Lido Advisors's iShares MSCI World ETF position peaked at $13.5M in Q4 2025.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.