Retirement Income Solutions’s iShares MSCI World ETF URTH Stock Holding History

Retirement Income 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	$717K	Hold	3,985	–	–	0.12%	64
2025 Q4	$740K	Hold	3,985	–	–	0.13%	64
2025 Q3	$724K	Hold	3,985	–	–	0.12%	64
2025 Q2	$675K	Hold	3,985	–	–	0.12%	69
2025 Q1	$610K	Hold	3,985	–	–	0.13%	66
2024 Q4	$620K	Hold	3,985	–	–	0.13%	63
2024 Q3	$625K	Hold	3,985	–	–	0.14%	66
2024 Q2	$588K	Hold	3,985	–	–	0.14%	68
2024 Q1	$577K	Hold	3,985	–	–	0.13%	72
2023 Q4	$530K	Hold	3,985	–	–	0.13%	70
2023 Q3	$479K	Hold	3,985	–	–	0.13%	72
2023 Q2	$496K	Hold	3,985	–	–	0.13%	80
2023 Q1	$469K	Buy	+3,985	New	+$457K	0.14%	79

Other funds holding URTH

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return