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Smartleaf Asset Management’s iShares MSCI World ETF URTH Stock Holding History

Smartleaf Asset 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 		$328K Sell
1,875
-92
-5% -$17.2K 0.01% 634
2025
Q4 		$368K Sell
1,967
-296
-13% -$54.5K 0.01% 599
2025
Q3 		$409K Buy
2,263
+948
+72% +$166K 0.03% 523
2025
Q2 		$222K Sell
1,315
-552
-30% -$87.2K 0.02% 554
2025
Q1 		$285K Sell
1,867
-186
-9% -$29.4K 0.03% 478
2024
Q4 		$321K Sell
2,053
-218
-10% -$34.5K 0.03% 423
2024
Q3 		$356K Sell
2,271
-50
-2% -$7.53K 0.04% 349
2024
Q2 		$343K Sell
2,321
-194
-8% -$28K 0.06% 295
2024
Q1 		$364K Sell
2,515
-179
-7% -$24.7K 0.07% 257
2023
Q4 		$359K Buy
+2,694
New +$336K 0.1% 209

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