Rockefeller Capital Management
URTH icon

Rockefeller Capital Management’s iShares MSCI World ETF URTH Stock Holding History

Rockefeller Capital Management’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 		$191K Sell
1,060
-2,829
-73% -$529K ﹤0.01% 2527
2025
Q4 		$722K Buy
3,889
+3,882
+55,457% +$714K ﹤0.01% 1716
2025
Q3 		$1.27K Buy
+7
New +$1.22K ﹤0.01% 4157
2023
Q1 		– Sell
-4,355
Closed -$475K – 3795
2022
Q4 		$475K Buy
4,355
+3,907
+872% +$424K ﹤0.01% 1309
2022
Q3 		$44K Hold
448
– – ﹤0.01% 2416
2022
Q2 		$47K Hold
448
– – ﹤0.01% 2326
2022
Q1 		$57K Hold
448
– – ﹤0.01% 2242
2021
Q4 		$60K Buy
+448
New +$59.5K ﹤0.01% 2131
2021
Q1 		– Sell
-610
Closed -$68K – 3396
2020
Q4 		$68K Buy
+610
New +$64.7K ﹤0.01% 1575

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