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
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 $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