Trust Company of Vermont’s iShares MSCI World ETF URTH Stock Holding History

Trust Company of Vermont’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
2025 Q4	$3.71K	Buy	+20	New	+$3.68K	﹤0.01%	976
2020 Q2	–	Sell	-294	Closed	-$23K	–	876
2020 Q1	$23K	Hold	294	–	–	﹤0.01%	550
2019 Q4	$29K	Hold	294	–	–	﹤0.01%	551
2019 Q3	$27K	Hold	294	–	–	﹤0.01%	577
2019 Q2	$27K	Hold	294	–	–	﹤0.01%	580
2019 Q1	$26K	Hold	294	–	–	﹤0.01%	570
2018 Q4	$23K	Hold	294	–	–	﹤0.01%	595
2018 Q3	$27K	Hold	294	–	–	﹤0.01%	623
2018 Q2	$26K	Hold	294	–	–	﹤0.01%	645
2018 Q1	$26K	Hold	294	–	–	﹤0.01%	607
2017 Q4	$26K	Hold	294	–	–	﹤0.01%	621
2017 Q3	$25K	Hold	294	–	–	﹤0.01%	607
2017 Q2	$24K	Buy	+294	New	+$23.5K	﹤0.01%	624

Other funds holding URTH

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Trust Company of Vermont's URTH Position: Q4 2025 in Review

Trust Company of Vermont opened a new position in iShares MSCI World ETF (URTH) in Q4 2025: 20 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in URTH as recently as Q1 2020.

Trust Company of Vermont first reported a position in URTH in Q2 2017 and has held it in 13 quarters since. The position peaked at $29K in Q4 2019. 259 funds tracked by Wall St. Rank hold URTH as of Q4 2025.

Trust Company of Vermont held 20 shares of iShares MSCI World ETF worth $3.71K as of Q4 2025.
iShares MSCI World ETF was a new Trust Company of Vermont position in Q4 2025.
iShares MSCI World ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #976 holding.
Trust Company of Vermont first reported a position in iShares MSCI World ETF in Q2 2017 and has held it in 13 quarters since.
Trust Company of Vermont's iShares MSCI World ETF position peaked at $29K in Q4 2019.
259 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.