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

Angeles 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
Q2 		$22.8M Sell
112,562
-5,139
-4% -$1.02M 1.04% 18
2026
Q1 		$21.2M Sell
117,701
-4,685
-4% -$877K 1.15% 16
2025
Q4 		$22.7M Buy
122,386
+3,356
+3% +$617K 1.25% 16
2025
Q3 		$21.6M Sell
119,030
-274
-0.2% -$47.9K 1.33% 17
2025
Q2 		$20.2M Buy
119,304
+6,412
+6% +$1.01M 1.39% 15
2025
Q1 		$17.3M Sell
112,892
-4,525
-4% -$716K 1.44% 16
2024
Q4 		$18.3M Sell
117,417
-1,945
-2% -$308K 1.5% 15
2024
Q3 		$18.7M Sell
119,362
-1,065
-0.9% -$160K 1.61% 15
2024
Q2 		$17.8M Sell
120,427
-13,475
-10% -$1.94M 1.67% 15
2024
Q1 		$19.4M Sell
133,902
-10,835
-7% -$1.49M 1.94% 13
2023
Q4 		$19.3M Sell
144,737
-4,513
-3% -$563K 2.35% 12
2023
Q3 		$17.9M Sell
149,250
-110
-0.1% -$13.7K 2.53% 11
2023
Q2 		$18.6M Sell
149,360
-1,690
-1% -$203K 2.54% 12
2023
Q1 		$17.8M Sell
151,050
-2,270
-1% -$260K 2.64% 10
2022
Q4 		$16.8M Buy
153,320
+48,210
+46% +$5.23M 2.93% 9
2022
Q3 		$10.5M Sell
105,110
-92,475
-47% -$10.3M 2.08% 15
2022
Q2 		$21.1M Buy
+197,585
New +$23M 4.22% 7

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

Angeles Wealth Management's URTH Position: Q2 2026 in Review

Angeles Wealth Management reduced its iShares MSCI World ETF (URTH) stake by 4.4% in Q2 2026, selling an estimated $1.02M and leaving 112,562 shares worth $22.8M. The position accounts for 1.04% of the portfolio, ranked #18.

Angeles Wealth Management first reported a position in URTH in Q2 2022 and has held it in 17 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Angeles Wealth Management held 112,562 shares of iShares MSCI World ETF worth $22.8M as of Q2 2026.
  • Angeles Wealth Management sold 5,139 iShares MSCI World ETF shares in Q2 2026, an estimated $1.02M.
  • iShares MSCI World ETF made up 1.04% of Angeles Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Angeles Wealth Management first reported a position in iShares MSCI World ETF in Q2 2022 and has held it in 17 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.