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
Q1 		$8.29M Sell
46,075
-27,346
-37% -$5.12M 0.03% 355
2025
Q4 		$13.5M Sell
73,421
-797
-1% -$147K 0.05% 277
2025
Q3 		$13.5M Buy
74,218
+25,629
+53% +$4.48M 0.06% 259
2025
Q2 		$8.23M Buy
48,589
+42,235
+665% +$6.67M 0.04% 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 0.02% 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 0.02% 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 $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