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TD Private Client Wealth’s iShares MSCI World ETF URTH Stock Holding History

TD Private Client Wealth’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 		$2.28M Sell
12,647
-10,265
-45% -$1.92M 0.05% 232
2025
Q4 		$4.26M Buy
22,912
+12,719
+125% +$2.34M 0.09% 147
2025
Q3 		$1.85M Buy
10,193
+2,375
+30% +$415K 0.04% 253
2025
Q2 		$1.32M Sell
7,818
-110
-1% -$17.4K 0.03% 307
2025
Q1 		$1.21M Sell
7,928
-14,477
-65% -$2.29M 0.03% 305
2024
Q4 		$3.48M Buy
22,405
+14,405
+180% +$2.28M 0.1% 150
2024
Q3 		$1.26M Buy
8,000
+4,449
+125% +$670K 0.04% 332
2024
Q2 		$524K Sell
3,551
-635
-15% -$91.5K 0.02% 429
2024
Q1 		$607K Sell
4,186
-18,935
-82% -$2.61M 0.02% 421
2023
Q4 		$3.08M Buy
23,121
+20,374
+742% +$2.54M 0.11% 151
2023
Q3 		$330K Buy
2,747
+2,535
+1,196% +$316K 0.01% 468
2023
Q2 		$26.4K Sell
212
-282
-57% -$33.9K ﹤0.01% 904
2023
Q1 		$58.1K Sell
494
-28,656
-98% -$3.29M ﹤0.01% 741
2022
Q4 		$3.18M Buy
29,150
+28,769
+7,551% +$3.12M 0.15% 143
2022
Q3 		$38.1K Sell
381
-99
-21% -$11K ﹤0.01% 778
2022
Q2 		$51.3K Buy
480
+146
+44% +$17K ﹤0.01% 731
2022
Q1 		$42.8K Sell
334
-3,789
-92% -$481K ﹤0.01% 808
2021
Q4 		$558K Buy
+4,123
New +$548K 0.02% 411
2021
Q1 		– Sell
-4,724
Closed -$531K – 1211
2020
Q4 		$531K Buy
+4,724
New +$501K 0.03% 375
2020
Q1 		– Sell
-891
Closed -$88K – 1130
2019
Q4 		$88K Buy
+891
New +$84.8K 0.01% 535

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $51.9B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $761B 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 $12.4B AUM 25.9% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return