Pathstone Holdings
URTH icon

Pathstone Holdings’s iShares MSCI World ETF URTH Stock Holding History

Pathstone Holdings’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
2025
Q4 		– Sell
-1,805
Closed -$328K – 2392
2025
Q3 		$328K Buy
+1,805
New +$315K ﹤0.01% 1992

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Pathstone Holdings's URTH Position: Q4 2025 in Review

Pathstone Holdings sold out of iShares MSCI World ETF (URTH) in Q4 2025, closing a stake of 1,805 shares — an estimated $328K sold.

Pathstone Holdings first reported a position in URTH in Q3 2025 and held it in 1 quarter. The position peaked at $328K in Q3 2025. 259 funds tracked by Wall St. Rank hold URTH as of Q4 2025.

  • Pathstone Holdings reported no remaining iShares MSCI World ETF position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 1,805 iShares MSCI World ETF shares in Q4 2025, an estimated $328K.
  • Pathstone Holdings first reported a position in iShares MSCI World ETF in Q3 2025 and held it in 1 quarter.
  • Pathstone Holdings's iShares MSCI World ETF position peaked at $328K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.