LOM Asset Management’s iShares MSCI World ETF URTH Stock Holding History

LOM Asset Management’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	$1.24M	Sell	6,120 -120	-2%	-$23.7K	0.32%	88
2026 Q1	$1.12M	Buy	6,240 +1,000	+19%	+$187K	0.32%	89
2025 Q4	$973K	Sell	5,240 -185	-3%	-$34K	0.28%	98
2025 Q3	$985K	Buy	5,425 +260	+5%	+$45.4K	0.3%	93
2025 Q2	$875K	Buy	+5,165	New	+$815K	0.3%	96

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

LOM Asset Management's URTH Position: Q2 2026 in Review

LOM Asset Management reduced its iShares MSCI World ETF (URTH) stake by 1.9% in Q2 2026, selling an estimated $23.7K and leaving 6,120 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #88.

LOM Asset Management first reported a position in URTH in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

LOM Asset Management held 6,120 shares of iShares MSCI World ETF worth $1.24M as of Q2 2026.
LOM Asset Management sold 120 iShares MSCI World ETF shares in Q2 2026, an estimated $23.7K.
iShares MSCI World ETF made up 0.32% of LOM Asset Management's portfolio in Q2 2026, its #88 holding.
LOM Asset Management first reported a position in iShares MSCI World ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.