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Lorne Steinberg Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Lorne Steinberg Wealth 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 		$1.49M Buy
7,337
+698
+11% +$138K 0.31% 51
2026
Q1 		$1.2M Sell
6,639
-272
-4% -$50.9K 0.28% 53
2025
Q4 		$1.28M Buy
6,911
+1,417
+26% +$261K 0.3% 53
2025
Q3 		$997K Sell
5,494
-4,285
-44% -$749K 0.24% 55
2025
Q2 		$1.66M Buy
9,779
+5,113
+110% +$807K 0.43% 55
2025
Q1 		$715K Sell
4,666
-2,046
-30% -$324K 0.21% 57
2024
Q4 		$1.04M Buy
6,712
+1,181
+21% +$187K 0.3% 55
2024
Q3 		$868K Buy
5,531
+2,216
+67% +$334K 0.25% 55
2024
Q2 		$489K Buy
3,315
+183
+6% +$26.4K 0.16% 59
2024
Q1 		$454K Buy
3,132
+113
+4% +$15.6K 0.14% 61
2023
Q4 		$402K Sell
3,019
-672
-18% -$83.8K 0.13% 62
2023
Q3 		$444K Buy
3,691
+245
+7% +$30.5K 0.17% 60
2023
Q2 		$429K Buy
3,446
+44
+1% +$5.28K 0.16% 58
2023
Q1 		$400K Sell
3,402
-9,077
-73% -$1.04M 0.16% 57
2022
Q4 		$1.36M Buy
12,479
+9,141
+274% +$992K 0.59% 52
2022
Q3 		$334K Sell
3,338
-1,015
-23% -$113K 0.16% 56
2022
Q2 		$465K Buy
4,353
+651
+18% +$75.8K 0.22% 54
2022
Q1 		$474K Sell
3,702
-754
-17% -$95.8K 0.22% 51
2021
Q4 		$603K Sell
4,456
-94
-2% -$12.5K 0.26% 48
2021
Q3 		$575K Buy
4,550
+1,561
+52% +$202K 0.28% 49
2021
Q2 		$378K Buy
2,989
+74
+3% +$9.21K 0.19% 53
2021
Q1 		$345K Buy
2,915
+460
+19% +$53.4K 0.18% 53
2020
Q4 		$277K Buy
+2,455
New +$260K 0.17% 55

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

Lorne Steinberg Wealth Management's URTH Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its iShares MSCI World ETF (URTH) stake by 11% in Q2 2026, buying an estimated $138K and bringing the position to 7,337 shares worth $1.49M. The position accounts for 0.31% of the portfolio, ranked #51.

Lorne Steinberg Wealth Management first reported a position in URTH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.66M in Q2 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Lorne Steinberg Wealth Management held 7,337 shares of iShares MSCI World ETF worth $1.49M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 698 iShares MSCI World ETF shares in Q2 2026, an estimated $138K.
  • iShares MSCI World ETF made up 0.31% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Lorne Steinberg Wealth Management first reported a position in iShares MSCI World ETF in Q4 2020 and has held it in 23 quarters since.
  • Lorne Steinberg Wealth Management's iShares MSCI World ETF position peaked at $1.66M in Q2 2025.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.