Roble Belko & Company’s iShares MSCI World ETF URTH Stock Holding History

Roble Belko & Company’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	$3K	Hold	14	–	–	﹤0.01%	378
2025 Q4	$3K	Hold	14	–	–	﹤0.01%	374
2025 Q3	$3K	Hold	14	–	–	﹤0.01%	343
2025 Q2	$2K	Hold	14	–	–	﹤0.01%	344
2025 Q1	$2K	Hold	14	–	–	﹤0.01%	335
2024 Q4	$2K	Hold	14	–	–	﹤0.01%	314
2024 Q3	$2K	Hold	14	–	–	﹤0.01%	296
2024 Q2	$2K	Hold	14	–	–	﹤0.01%	293
2024 Q1	$2K	Hold	14	–	–	﹤0.01%	289
2023 Q4	$2K	Hold	14	–	–	﹤0.01%	291
2023 Q3	$2K	Hold	14	–	–	﹤0.01%	260
2023 Q2	$2K	Hold	14	–	–	﹤0.01%	263
2023 Q1	$2K	Hold	14	–	–	﹤0.01%	267
2022 Q4	$2K	Hold	14	–	–	﹤0.01%	295
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	307
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	308
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	347
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	315
2021 Q3	$2K	Buy	+14	New	+$1.81K	﹤0.01%	292

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