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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
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 $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
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 $69.7B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B 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 $14.5B AUM 37.68% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

SYM Financial Corp's URTH Position: Q1 2026 in Review

SYM Financial Corp increased its iShares MSCI World ETF (URTH) stake by 291% in Q1 2026, buying an estimated $984K and bringing the position to 7,069 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #51.

SYM Financial Corp first reported a position in URTH in Q3 2022 and has held it in 15 quarters since. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • SYM Financial Corp held 7,069 shares of iShares MSCI World ETF worth $1.27M as of Q1 2026.
  • SYM Financial Corp bought 5,259 iShares MSCI World ETF shares in Q1 2026, an estimated $984K.
  • iShares MSCI World ETF made up 0.13% of SYM Financial Corp's portfolio in Q1 2026, its #51 holding.
  • SYM Financial Corp first reported a position in iShares MSCI World ETF in Q3 2022 and has held it in 15 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.