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AlTi Global’s iShares MSCI World ETF URTH Stock Holding History

AlTi Global’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 		$3.06M Buy
15,117
+8,986
+147% +$1.78M 0.06% 144
2026
Q1 		$1.1M Hold
6,131
– – 0.02% 226
2025
Q4 		$1.14M Buy
6,131
+59
+1% +$10.9K 0.02% 214
2025
Q3 		$1.1M Hold
6,072
– – 0.03% 231
2025
Q2 		$1.03M Hold
6,072
– – 0.03% 228
2025
Q1 		$930K Hold
6,072
– – 0.02% 215
2024
Q4 		$944K Hold
6,072
– – 0.02% 225
2024
Q3 		$953K Sell
6,072
-183
-3% -$27.6K 0.02% 222
2024
Q2 		$923K Sell
6,255
-87
-1% -$12.5K 0.02% 212
2024
Q1 		$919K Buy
6,342
+187
+3% +$25.8K 0.03% 208
2023
Q4 		$819K Buy
+6,155
New +$767K 0.03% 204

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

AlTi Global's URTH Position: Q2 2026 in Review

AlTi Global increased its iShares MSCI World ETF (URTH) stake by 147% in Q2 2026, buying an estimated $1.78M and bringing the position to 15,117 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #144.

AlTi Global first reported a position in URTH in Q4 2023 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • AlTi Global held 15,117 shares of iShares MSCI World ETF worth $3.06M as of Q2 2026.
  • AlTi Global bought 8,986 iShares MSCI World ETF shares in Q2 2026, an estimated $1.78M.
  • iShares MSCI World ETF made up 0.06% of AlTi Global's portfolio in Q2 2026, its #144 holding.
  • AlTi Global first reported a position in iShares MSCI World ETF in Q4 2023 and has held it in 11 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.