Schroder Investment Management Group
URTH icon

Schroder Investment Management Group’s iShares MSCI World ETF URTH Stock Holding History

Schroder Investment Management 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 		$9.92M Sell
49,280
-8,420
-15% -$1.67M 0.01% 674
2026
Q1 		$10.1M Buy
57,700
+8,695
+18% +$1.63M 0.01% 659
2025
Q4 		$9.16M Sell
49,005
-50,190
-51% -$9.23M 0.01% 652
2025
Q3 		$17.9M Buy
99,195
+4,411
+5% +$771K 0.01% 547
2025
Q2 		$16M Buy
94,784
+2,560
+3% +$404K 0.01% 556
2025
Q1 		$14.1M Buy
92,224
+2,891
+3% +$458K 0.01% 581
2024
Q4 		$13.9M Sell
89,333
-134,258
-60% -$21.2M 0.01% 592
2024
Q3 		$35M Buy
223,591
+213,228
+2,058% +$32.1M 0.04% 381
2024
Q2 		$1.53M Sell
10,363
-6,014
-37% -$867K ﹤0.01% 968
2024
Q1 		$2.37M Sell
16,377
-19,291
-54% -$2.66M ﹤0.01% 900
2023
Q4 		$4.74M Sell
35,668
-26,344
-42% -$3.28M 0.01% 772
2023
Q3 		$7.45M Buy
62,012
+17,989
+41% +$2.24M 0.01% 667
2023
Q2 		$5.48M Buy
44,023
+5,792
+15% +$695K 0.01% 769
2023
Q1 		$4.5M Sell
38,231
-10,330
-21% -$1.18M 0.01% 807
2022
Q4 		$5.31M Sell
48,561
-6,563
-12% -$712K 0.01% 767
2022
Q3 		$5.51M Buy
55,124
+4,684
+9% +$520K 0.01% 752
2022
Q2 		$5.43M Sell
50,440
-2,476
-5% -$288K 0.01% 778
2022
Q1 		$6.89M Buy
+52,916
New +$6.72M 0.01% 764
2021
Q2 		– Sell
-603,820
Closed -$71.5M – 1621
2021
Q1 		$71.5M Sell
603,820
-58,613
-9% -$6.8M 0.09% 214
2020
Q4 		$74.5M Buy
+662,433
New +$70.2M 0.11% 176
2015
Q2 		– Sell
-880
Closed -$65K – 1271
2015
Q1 		$65K Hold
880
– – ﹤0.01% 1130
2014
Q4 		$63K Hold
880
– – ﹤0.01% 1194
2014
Q3 		$62.8K Buy
+880
New +$64K ﹤0.01% 1252

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

Schroder Investment Management Group's URTH Position: Q2 2026 in Review

Schroder Investment Management Group reduced its iShares MSCI World ETF (URTH) stake by 15% in Q2 2026, selling an estimated $1.67M and leaving 49,280 shares worth $9.92M. The position accounts for 0.01% of the portfolio, ranked #674.

Schroder Investment Management Group first reported a position in URTH in Q3 2014 and has held it in 23 quarters since. The position peaked at $74.5M in Q4 2020. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Schroder Investment Management Group held 49,280 shares of iShares MSCI World ETF worth $9.92M as of Q2 2026.
  • Schroder Investment Management Group sold 8,420 iShares MSCI World ETF shares in Q2 2026, an estimated $1.67M.
  • iShares MSCI World ETF made up 0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #674 holding.
  • Schroder Investment Management Group first reported a position in iShares MSCI World ETF in Q3 2014 and has held it in 23 quarters since.
  • Schroder Investment Management Group's iShares MSCI World ETF position peaked at $74.5M in Q4 2020.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.