TC
URTH icon

TAP Consulting’s iShares MSCI World ETF URTH Stock Holding History

TAP Consulting’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
2024
Q4 		$225K Buy
1,450
+11
+0.8% +$1.74K 0.05% 145
2024
Q3 		$226K Hold
1,439
– – 0.04% 149
2024
Q2 		$212K Buy
1,439
+11
+0.8% +$1.59K 0.04% 152
2024
Q1 		$207K Buy
+1,428
New +$197K 0.05% 150
2023
Q3 		– Sell
-1,683
Closed -$210K – 151
2023
Q2 		$210K Buy
+1,683
New +$202K 0.05% 135
2022
Q3 		– Sell
-1,976
Closed -$211K – 127
2022
Q2 		$211K Sell
1,976
-353
-15% -$41.1K 0.06% 113
2022
Q1 		$298K Buy
2,329
+1
+0% +$127 0.08% 119
2021
Q4 		$315K Buy
2,328
+11
+0.5% +$1.46K 0.07% 117
2021
Q3 		$293K Buy
2,317
+460
+25% +$59.6K 0.08% 116
2021
Q2 		$235K Buy
1,857
+15
+0.8% +$1.87K 0.07% 124
2021
Q1 		$218K Hold
1,842
– – 0.07% 119
2020
Q4 		$207K Buy
+1,842
New +$195K 0.07% 121

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return