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SYM Financial Corp’s iShares MSCI World ETF URTH Stock Holding History

SYM Financial Corp’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 		$360K Sell
1,778
-5,291
-75% -$1.05M 0.03% 214
2026
Q1 		$1.27M Buy
7,069
+5,259
+291% +$984K 0.13% 51
2025
Q4 		$336K Buy
1,810
+264
+17% +$48.6K 0.03% 201
2025
Q3 		$281K Hold
1,546
– – 0.03% 234
2025
Q2 		$262K Buy
1,546
+750
+94% +$118K 0.03% 244
2025
Q1 		$122K Buy
796
+9
+1% +$1.43K 0.02% 281
2024
Q4 		$122K Sell
787
-1
-0.1% -$158 0.02% 250
2024
Q3 		$124K Buy
788
+285
+57% +$42.9K 0.02% 197
2024
Q2 		$74.2K Buy
503
+39
+8% +$5.62K 0.01% 190
2024
Q1 		$67.2K Sell
464
-26
-5% -$3.59K 0.01% 120
2023
Q4 		$65.2K Buy
490
+479
+4,355% +$59.7K 0.01% 126
2023
Q3 		$1.32K Buy
11
+3
+38% +$374 ﹤0.01% 182
2023
Q2 		$996 Hold
8
– – ﹤0.01% 117
2023
Q1 		$941 Hold
8
– – ﹤0.01% 104
2022
Q4 		$874 Hold
8
– – ﹤0.01% 117
2022
Q3 		$1K Buy
+8
New +$888 ﹤0.01% 101

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

SYM Financial Corp's URTH Position: Q2 2026 in Review

SYM Financial Corp reduced its iShares MSCI World ETF (URTH) stake by 75% in Q2 2026, selling an estimated $1.05M and leaving 1,778 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #214.

SYM Financial Corp first reported a position in URTH in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2026. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • SYM Financial Corp held 1,778 shares of iShares MSCI World ETF worth $360K as of Q2 2026.
  • SYM Financial Corp sold 5,291 iShares MSCI World ETF shares in Q2 2026, an estimated $1.05M.
  • iShares MSCI World ETF made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #214 holding.
  • SYM Financial Corp first reported a position in iShares MSCI World ETF in Q3 2022 and has held it in 16 quarters since.
  • SYM Financial Corp's iShares MSCI World ETF position peaked at $1.27M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.