Principal Financial Group
URTH icon

Principal Financial Group’s iShares MSCI World ETF URTH Stock Holding History

Principal Financial Group’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
Q2 		$6.48M Sell
31,959
-138,425
-81% -$27.4M ﹤0.01% 1583
2026
Q1 		$30.7M Buy
170,384
+10,189
+6% +$1.91M 0.02% 675
2025
Q4 		$29.8M Sell
160,195
-31,008
-16% -$5.7M 0.02% 667
2025
Q3 		$34.7M Sell
191,203
-16,221
-8% -$2.84M 0.02% 601
2025
Q2 		$35.1M Buy
207,424
+12,787
+7% +$2.02M 0.02% 578
2025
Q1 		$29.8M Sell
194,637
-171,190
-47% -$27.1M 0.02% 623
2024
Q4 		$56.9M Buy
365,827
+256,230
+234% +$40.5M 0.03% 429
2024
Q3 		$17.2M Buy
109,597
+65,207
+147% +$9.82M 0.01% 933
2024
Q2 		$6.55M Sell
44,390
-107,347
-71% -$15.5M ﹤0.01% 1461
2024
Q1 		$22M Buy
151,737
+70,524
+87% +$9.73M 0.01% 866
2023
Q4 		$10.8M Sell
81,213
-68,356
-46% -$8.52M 0.01% 1248
2023
Q3 		$18M Buy
149,569
+57,112
+62% +$7.12M 0.01% 866
2023
Q2 		$11.5M Sell
92,457
-119,682
-56% -$14.4M 0.01% 1182
2023
Q1 		$25M Buy
212,139
+50,617
+31% +$5.8M 0.02% 718
2022
Q4 		$17.6M Sell
161,522
-53,735
-25% -$5.83M 0.01% 906
2022
Q3 		$21.5M Sell
215,257
-74,206
-26% -$8.23M 0.02% 724
2022
Q2 		$30.9M Buy
289,463
+63,354
+28% +$7.38M 0.02% 568
2022
Q1 		$29M Buy
226,109
+43,834
+24% +$5.57M 0.02% 687
2021
Q4 		$24.7M Buy
182,275
+55,983
+44% +$7.44M 0.01% 804
2021
Q3 		$16M Buy
126,292
+35,206
+39% +$4.57M 0.01% 1114
2021
Q2 		$11.5M Buy
91,086
+47,904
+111% +$5.96M 0.01% 1355
2021
Q1 		$5.12M Buy
+43,182
New +$5.01M ﹤0.01% 1659

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Principal Financial Group's URTH Position: Q2 2026 in Review

Principal Financial Group reduced its iShares MSCI World ETF (URTH) stake by 81% in Q2 2026, selling an estimated $27.4M and leaving 31,959 shares worth $6.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Principal Financial Group first reported a position in URTH in Q1 2021 and has held it in 22 quarters since. The position peaked at $56.9M in Q4 2024. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Principal Financial Group held 31,959 shares of iShares MSCI World ETF worth $6.48M as of Q2 2026.
  • Principal Financial Group sold 138,425 iShares MSCI World ETF shares in Q2 2026, an estimated $27.4M.
  • iShares MSCI World ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1583 holding.
  • Principal Financial Group first reported a position in iShares MSCI World ETF in Q1 2021 and has held it in 22 quarters since.
  • Principal Financial Group's iShares MSCI World ETF position peaked at $56.9M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.