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OneDigital Investment Advisors’s iShares MSCI World ETF URTH Stock Holding History

OneDigital Investment 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 		$1.37M Buy
7,593
+1,230
+19% +$230K 0.01% 585
2025
Q4 		$1.18M Buy
6,363
+758
+14% +$139K 0.01% 617
2025
Q3 		$1.02M Buy
5,605
+3,321
+145% +$580K 0.01% 644
2025
Q2 		$387K Buy
+2,284
New +$361K ﹤0.01% 1022

Other funds holding URTH

Royal Bank of Canada
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
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 $69.7B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B 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 $16.1B AUM 35.02% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

OneDigital Investment Advisors's URTH Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares MSCI World ETF (URTH) stake by 19% in Q1 2026, buying an estimated $230K and bringing the position to 7,593 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #585.

OneDigital Investment Advisors first reported a position in URTH in Q2 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • OneDigital Investment Advisors held 7,593 shares of iShares MSCI World ETF worth $1.37M as of Q1 2026.
  • OneDigital Investment Advisors bought 1,230 iShares MSCI World ETF shares in Q1 2026, an estimated $230K.
  • iShares MSCI World ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #585 holding.
  • OneDigital Investment Advisors first reported a position in iShares MSCI World ETF in Q2 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.