Brown Shipley & Co’s iShares MSCI World ETF URTH Stock Holding History

Brown Shipley & Co’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	$79K	Buy	+390	New	+$77.2K	0.04%	50

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

Brown Shipley & Co's URTH Position: Q2 2026 in Review

Brown Shipley & Co opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 390 shares worth $79K. The stake represents 0.04% of the portfolio and ranks #50 among its holdings.

274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Brown Shipley & Co held 390 shares of iShares MSCI World ETF worth $79K as of Q2 2026.
iShares MSCI World ETF was a new Brown Shipley & Co position in Q2 2026.
iShares MSCI World ETF made up 0.04% of Brown Shipley & Co's portfolio in Q2 2026, its #50 holding.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.