PCS
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Personal CFO Solutions’s iShares MSCI World ETF URTH Stock Holding History

Personal CFO Solutions’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 		– Sell
-2,418
Closed -$449K – 566
2025
Q4 		$449K Buy
+2,418
New +$445K 0.07% 259
2025
Q3 		– Sell
-3,002
Closed -$508K – 526
2025
Q2 		$508K Buy
+3,002
New +$474K 0.09% 220
2023
Q4 		– Sell
-2,098
Closed -$252K – 548
2023
Q3 		$252K Buy
+2,098
New +$261K 0.05% 370
2023
Q1 		– Sell
-4,100
Closed -$448K – 506
2022
Q4 		$448K Buy
+4,100
New +$445K 0.09% 206
2022
Q2 		– Sell
-1,978
Closed -$253K – 494
2022
Q1 		$253K Buy
1,978
+455
+30% +$57.8K 0.05% 380
2021
Q4 		$206K Buy
+1,523
New +$202K 0.04% 435

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $51.9B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $761B 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 $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