Wilmington Savings Fund Society’s iShares MSCI World ETF URTH Stock Holding History

Wilmington Savings Fund Society’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 Q3	–	Sell	-4,793	Closed	-$812K	–	2029
2025 Q2	$812K	Hold	4,793	–	–	0.01%	473
2025 Q1	$734K	Hold	4,793	–	–	0.01%	480
2024 Q4	$745K	Hold	4,793	–	–	0.01%	478
2024 Q3	$752K	Buy	+4,793	New	+$722K	0.01%	477

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wilmington Savings Fund Society's URTH Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of iShares MSCI World ETF (URTH) in Q3 2025, closing a stake of 4,793 shares — an estimated $812K sold.

Wilmington Savings Fund Society first reported a position in URTH in Q3 2024 and held it in 4 quarters. The position peaked at $812K in Q2 2025. 242 funds tracked by Wall St. Rank hold URTH as of Q3 2025.

Wilmington Savings Fund Society reported no remaining iShares MSCI World ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 4,793 iShares MSCI World ETF shares in Q3 2025, an estimated $812K.
Wilmington Savings Fund Society first reported a position in iShares MSCI World ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's iShares MSCI World ETF position peaked at $812K in Q2 2025.
242 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.