StoneX Group’s iShares MSCI World ETF URTH Stock Holding History

StoneX 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 Q1	$410K	Sell	2,280 -702	-24%	-$131K	0.02%	474
2025 Q4	$554K	Buy	2,982 +635	+27%	+$117K	0.02%	503
2025 Q3	$426K	Hold	2,347	–	–	0.02%	591
2025 Q2	$398K	Buy	2,347 +60	+3%	+$9.47K	0.02%	571
2025 Q1	$350K	Buy	2,287 +261	+13%	+$41.3K	0.02%	573
2024 Q4	$315K	Buy	2,026 +80	+4%	+$12.7K	0.02%	585
2024 Q3	$305K	Hold	1,946	–	–	0.14%	211
2024 Q2	$287K	Sell	1,946 -278	-13%	-$40.1K	0.13%	220
2024 Q1	$322K	Hold	2,224	–	–	0.17%	170
2023 Q4	$296K	Sell	2,224 -9	-0.4%	-$1.12K	0.16%	187
2023 Q3	$268K	Sell	2,233 -94	-4%	-$11.7K	0.15%	212
2023 Q2	$290K	Hold	2,327	–	–	0.16%	186
2023 Q1	$274K	Sell	2,327 -2,391	-51%	-$274K	0.16%	200
2022 Q4	$515K	Buy	+4,718	New	+$512K	0.08%	218
2022 Q3	–	Sell	-2,112	Closed	-$226K	–	501
2022 Q2	$226K	Buy	2,112 +356	+20%	+$41.5K	0.04%	315
2022 Q1	$225K	Buy	1,756 +52	+3%	+$6.61K	0.02%	488
2021 Q4	$231K	Buy	+1,704	New	+$226K	0.03%	474

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 $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

StoneX Group's URTH Position: Q1 2026 in Review

StoneX Group reduced its iShares MSCI World ETF (URTH) stake by 24% in Q1 2026, selling an estimated $131K and leaving 2,280 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #474.

StoneX Group first reported a position in URTH in Q4 2021 and has held it in 17 quarters since. The position peaked at $554K in Q4 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

StoneX Group held 2,280 shares of iShares MSCI World ETF worth $410K as of Q1 2026.
StoneX Group sold 702 iShares MSCI World ETF shares in Q1 2026, an estimated $131K.
iShares MSCI World ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #474 holding.
StoneX Group first reported a position in iShares MSCI World ETF in Q4 2021 and has held it in 17 quarters since.
StoneX Group's iShares MSCI World ETF position peaked at $554K in Q4 2025.
266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.