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Aspiriant LLC’s iShares MSCI World ETF URTH Stock Holding History

Aspiriant LLC’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 		$238K Hold
1,176
– – 0.01% 357
2026
Q1 		$212K Sell
1,176
-121
-9% -$22.6K 0.01% 329
2025
Q4 		$241K Buy
+1,297
New +$239K 0.01% 300

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

Aspiriant LLC's URTH Position: Q2 2026 in Review

Aspiriant LLC held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 1,176 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #357.

Aspiriant LLC first reported a position in URTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Aspiriant LLC held 1,176 shares of iShares MSCI World ETF worth $238K as of Q2 2026.
  • Aspiriant LLC left its iShares MSCI World ETF share count unchanged in Q2 2026.
  • iShares MSCI World ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #357 holding.
  • Aspiriant LLC first reported a position in iShares MSCI World ETF in Q4 2025 and has held it in 3 quarters since.
  • Aspiriant LLC's iShares MSCI World ETF position peaked at $241K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.