Ameliora Wealth Management
URTH icon

Ameliora Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Ameliora Wealth Management’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
Q3 		$23.9K Hold
116
– – 0.01% 180
2026
Q2 		$23.5K Sell
116
-20
-15% -$3.96K 0.01% 174
2026
Q1 		$24.5K Sell
136
-64
-32% -$12K 0.01% 184
2025
Q4 		$37.2K Hold
200
– – 0.01% 161
2025
Q3 		$36.3K Sell
200
-240
-55% -$41.9K 0.01% 159
2025
Q2 		$74.5K Sell
440
-150
-25% -$23.7K 0.03% 140
2025
Q1 		$90.4K Hold
590
– – 0.03% 142
2024
Q4 		$91.7K Buy
+590
New +$93.3K 0.03% 141
2024
Q3 		– Sell
-185
Closed -$27.3K – 190
2024
Q2 		$27.3K Hold
185
– – 0.01% 141
2024
Q1 		$26.8K Sell
185
-496
-73% -$68.4K 0.01% 154
2023
Q4 		$90.6K Sell
681
-416
-38% -$51.9K 0.05% 97
2023
Q3 		$132K Sell
1,097
-415
-27% -$51.7K 0.08% 90
2023
Q2 		$188K Sell
1,512
-20,672
-93% -$2.48M 0.12% 82
2023
Q1 		$2.61M Sell
22,184
-25,451
-53% -$2.92M 1.52% 18
2022
Q4 		$5.2M Buy
47,635
+713
+2% +$77.4K 2.78% 12
2022
Q3 		$4.68M Buy
+46,922
New +$5.21M 2.54% 13

Other funds holding URTH

Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Ameliora Wealth Management's URTH Position: Q3 2026 in Review

Ameliora Wealth Management held its iShares MSCI World ETF (URTH) position steady in Q3 2026 at 116 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #180.

Ameliora Wealth Management first reported a position in URTH in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.2M in Q4 2022. 231 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

  • Ameliora Wealth Management held 116 shares of iShares MSCI World ETF worth $23.9K as of Q3 2026.
  • Ameliora Wealth Management left its iShares MSCI World ETF share count unchanged in Q3 2026.
  • iShares MSCI World ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q3 2026, its #180 holding.
  • Ameliora Wealth Management first reported a position in iShares MSCI World ETF in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's iShares MSCI World ETF position peaked at $5.2M in Q4 2022.
  • 231 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.