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

NewEdge 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	$5.12M	Buy	28,424 +571	+2%	+$107K	0.02%	681
2025 Q4	$5.17M	Buy	27,853 +1,526	+6%	+$281K	0.02%	644
2025 Q3	$4.78M	Buy	26,327 +923	+4%	+$161K	0.02%	649
2025 Q2	$4.3M	Buy	25,404 +25,368	+70,467%	+$4.01M	0.02%	625
2025 Q1	$5.51K	Hold	36	–	–	﹤0.01%	3274
2024 Q4	$5.6K	Hold	36	–	–	﹤0.01%	3210
2024 Q3	$5.65K	Hold	36	–	–	﹤0.01%	3132
2024 Q2	$5.31K	Hold	36	–	–	﹤0.01%	3079
2024 Q1	$5.22K	Hold	36	–	–	﹤0.01%	3119
2023 Q4	$4.79K	Hold	36	–	–	﹤0.01%	3130
2023 Q3	$4.33K	Hold	36	–	–	﹤0.01%	2853
2023 Q2	$4.48K	Hold	36	–	–	﹤0.01%	2859
2023 Q1	$4.24K	Hold	36	–	–	﹤0.01%	2836
2022 Q4	$4	Buy	+36	New	+$3.91K	﹤0.01%	3861

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewEdge Advisors's URTH Position: Q1 2026 in Review

NewEdge Advisors increased its iShares MSCI World ETF (URTH) stake by 2.1% in Q1 2026, buying an estimated $107K and bringing the position to 28,424 shares worth $5.12M. The position accounts for 0.02% of the portfolio, ranked #681.

NewEdge Advisors first reported a position in URTH in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.17M in Q4 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

NewEdge Advisors held 28,424 shares of iShares MSCI World ETF worth $5.12M as of Q1 2026.
NewEdge Advisors bought 571 iShares MSCI World ETF shares in Q1 2026, an estimated $107K.
iShares MSCI World ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #681 holding.
NewEdge Advisors first reported a position in iShares MSCI World ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's iShares MSCI World ETF position peaked at $5.17M in Q4 2025.
266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.