Truist Financial
URTH icon

Truist Financial’s iShares MSCI World ETF URTH Stock Holding History

Truist Financial’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 		$339K Sell
1,672
-1,013
-38% -$200K ﹤0.01% 2463
2026
Q1 		$483K Sell
2,685
-838
-24% -$157K ﹤0.01% 2099
2025
Q4 		$654K Buy
+3,523
New +$648K ﹤0.01% 1885
2025
Q1 		– Sell
-15,377
Closed -$2.39M – 2660
2024
Q4 		$2.39M Buy
+15,377
New +$2.43M ﹤0.01% 1150
2024
Q1 		– Sell
-6,016
Closed -$800K – 2743
2023
Q4 		$800K Buy
6,016
+2,705
+82% +$337K ﹤0.01% 1715
2023
Q3 		$398K Buy
+3,311
New +$413K ﹤0.01% 2047
2023
Q1 		– Sell
-57,183
Closed -$6.25M – 2675
2022
Q4 		$6.25M Buy
57,183
+11,529
+25% +$1.25M 0.01% 745
2022
Q3 		$4.56M Buy
45,654
+32,901
+258% +$3.65M 0.01% 827
2022
Q2 		$1.36M Buy
+12,753
New +$1.49M ﹤0.01% 1400
2022
Q1 		– Sell
-42,710
Closed -$5.78M – 2854
2021
Q4 		$5.78M Buy
42,710
+40,237
+1,627% +$5.35M 0.01% 835
2021
Q3 		$313K Buy
+2,473
New +$321K ﹤0.01% 2322
2020
Q1 		– Sell
-18,313
Closed -$1.81M – 2576
2019
Q4 		$1.81M Buy
+18,313
New +$1.74M ﹤0.01% 1176

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial's URTH Position: Q2 2026 in Review

Truist Financial reduced its iShares MSCI World ETF (URTH) stake by 38% in Q2 2026, selling an estimated $200K and leaving 1,672 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Truist Financial first reported a position in URTH in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.25M in Q4 2022. 131 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Truist Financial held 1,672 shares of iShares MSCI World ETF worth $339K as of Q2 2026.
  • Truist Financial sold 1,013 iShares MSCI World ETF shares in Q2 2026, an estimated $200K.
  • iShares MSCI World ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2463 holding.
  • Truist Financial first reported a position in iShares MSCI World ETF in Q4 2019 and has held it in 12 quarters since.
  • Truist Financial's iShares MSCI World ETF position peaked at $6.25M in Q4 2022.
  • 131 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.