MCM
URTH icon

MidAtlantic Capital Management’s iShares MSCI World ETF URTH Stock Holding History

MidAtlantic Capital 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
Q1 		$342K Hold
1,902
– – 0.24% 71
2025
Q4 		$353K Sell
1,902
-4,542
-70% -$836K 0.23% 67
2025
Q3 		$1.17M Hold
6,444
– – 0.8% 32
2025
Q2 		$1.09M Buy
6,444
+15
+0.2% +$2.37K 0.77% 33
2025
Q1 		$985K Hold
6,429
– – 0.77% 35
2024
Q4 		$1,000K Buy
6,429
+6
+0.1% +$949 0.73% 35
2024
Q3 		$1.01M Buy
6,423
+142
+2% +$21.4K 0.74% 34
2024
Q2 		$926K Hold
6,281
– – 0.78% 33
2024
Q1 		$910K Hold
6,281
– – 0.8% 32
2023
Q4 		$835K Buy
+6,281
New +$783K 0.81% 30

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FDCDDQ
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Toronto Dominion Bank
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NAMI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
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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