Stone House Investment Management’s iShares MSCI World ETF URTH Stock Holding History

Stone House Investment 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	$7.02K	Hold	39	–	–	﹤0.01%	404
2025 Q4	$7.25K	Hold	39	–	–	﹤0.01%	362
2025 Q3	$7.08K	Hold	39	–	–	﹤0.01%	326
2025 Q2	$6.61K	Hold	39	–	–	﹤0.01%	294
2025 Q1	$5.97K	Buy	+39	New	+$6.17K	﹤0.01%	296
2024 Q4	–	Sell	-39	Closed	-$6.12K	–	337
2024 Q3	$6.12K	Hold	39	–	–	﹤0.01%	258
2024 Q2	$5.75K	Hold	39	–	–	﹤0.01%	267
2024 Q1	$5.65K	Buy	+39	New	+$5.38K	﹤0.01%	284

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

NPT

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

Stone House Investment Management's URTH Position: Q1 2026 in Review

Stone House Investment Management held its iShares MSCI World ETF (URTH) position steady in Q1 2026 at 39 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Stone House Investment Management first reported a position in URTH in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.25K in Q4 2025. 267 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Stone House Investment Management held 39 shares of iShares MSCI World ETF worth $7.02K as of Q1 2026.
Stone House Investment Management left its iShares MSCI World ETF share count unchanged in Q1 2026.
iShares MSCI World ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #404 holding.
Stone House Investment Management first reported a position in iShares MSCI World ETF in Q1 2024 and has held it in 8 quarters since.
Stone House Investment Management's iShares MSCI World ETF position peaked at $7.25K in Q4 2025.
267 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.