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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
Q2 		$2.59M Buy
12,805
+158
+1% +$31.3K 0.05% 228
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 $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

TD Private Client Wealth's URTH Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares MSCI World ETF (URTH) stake by 1.2% in Q2 2026, buying an estimated $31.3K and bringing the position to 12,805 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #228.

TD Private Client Wealth first reported a position in URTH in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.26M in Q4 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • TD Private Client Wealth held 12,805 shares of iShares MSCI World ETF worth $2.59M as of Q2 2026.
  • TD Private Client Wealth bought 158 iShares MSCI World ETF shares in Q2 2026, an estimated $31.3K.
  • iShares MSCI World ETF made up 0.05% of TD Private Client Wealth's portfolio in Q2 2026, its #228 holding.
  • TD Private Client Wealth first reported a position in iShares MSCI World ETF in Q4 2019 and has held it in 21 quarters since.
  • TD Private Client Wealth's iShares MSCI World ETF position peaked at $4.26M in Q4 2025.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.