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Washington Trust Advisors’s iShares MSCI World ETF URTH Stock Holding History

Washington Trust Advisors’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 		$61.6K Sell
304
-90
-23% -$17.8K ﹤0.01% 348
2026
Q1 		$70.9K Hold
394
– – 0.01% 326
2025
Q4 		$73.2K Buy
394
+1
+0.3% +$184 0.01% 324
2025
Q3 		$71.4K Hold
393
– – 0.01% 319
2025
Q2 		$66.6K Buy
393
+19
+5% +$3K 0.01% 298
2025
Q1 		$57.4K Hold
374
– – 0.01% 309
2024
Q4 		$58.2K Sell
374
-88
-19% -$13.9K ﹤0.01% 308
2024
Q3 		$72.4K Hold
462
– – 0.01% 287
2024
Q2 		$68.1K Buy
462
+2
+0.4% +$288 0.01% 282
2024
Q1 		$66.7K Hold
460
– – 0.01% 283
2023
Q4 		$61.2K Buy
460
+1
+0.2% +$125 0.01% 287
2023
Q3 		$55.1K Hold
459
– – 0.01% 291
2023
Q2 		$57.1K Buy
459
+2
+0.4% +$240 0.01% 282
2023
Q1 		$53.8K Hold
457
– – 0.01% 303
2022
Q4 		$49.9K Buy
457
+1
+0.2% +$109 0.01% 311
2022
Q3 		$46K Hold
456
– – ﹤0.01% 399
2022
Q2 		$49K Buy
456
+2
+0.4% +$233 ﹤0.01% 403
2022
Q1 		$58K Hold
454
– – ﹤0.01% 421
2021
Q4 		$61K Buy
+454
New +$60.3K ﹤0.01% 438

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

Washington Trust Advisors's URTH Position: Q2 2026 in Review

Washington Trust Advisors reduced its iShares MSCI World ETF (URTH) stake by 23% in Q2 2026, selling an estimated $17.8K and leaving 304 shares worth $61.6K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Washington Trust Advisors first reported a position in URTH in Q4 2021 and has held it in 19 quarters since. The position peaked at $73.2K in Q4 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Washington Trust Advisors held 304 shares of iShares MSCI World ETF worth $61.6K as of Q2 2026.
  • Washington Trust Advisors sold 90 iShares MSCI World ETF shares in Q2 2026, an estimated $17.8K.
  • iShares MSCI World ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #348 holding.
  • Washington Trust Advisors first reported a position in iShares MSCI World ETF in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's iShares MSCI World ETF position peaked at $73.2K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.