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Chicago Partners Investment Group’s iShares MSCI World ETF URTH Stock Holding History

Chicago Partners Investment Group’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 		$542K Sell
2,701
-209
-7% -$41.3K 0.01% 949
2026
Q1 		$567K Buy
2,910
+82
+3% +$15.3K 0.01% 816
2025
Q4 		$534K Sell
2,828
-203
-7% -$37.3K 0.01% 727
2025
Q3 		$566K Hold
3,031
– – 0.01% 640
2025
Q2 		$526K Buy
3,031
+23
+0.8% +$3.63K 0.02% 581
2025
Q1 		$469K Buy
3,008
+69
+2% +$10.9K 0.02% 540
2024
Q4 		$460K Buy
2,939
+21
+0.7% +$3.32K 0.02% 528
2024
Q3 		$455K Buy
2,918
+38
+1% +$5.72K 0.02% 514
2024
Q2 		$425K Sell
2,880
-2,557
-47% -$369K 0.02% 511
2024
Q1 		$762K Buy
5,437
+748
+16% +$103K 0.03% 363
2023
Q4 		$630K Buy
4,689
+165
+4% +$20.6K 0.03% 374
2023
Q3 		$532K Buy
4,524
+2,498
+123% +$311K 0.03% 388
2023
Q2 		$255K Buy
2,026
+28
+1% +$3.36K 0.01% 569
2023
Q1 		$238K Buy
+1,998
New +$229K 0.01% 567

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

Chicago Partners Investment Group's URTH Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares MSCI World ETF (URTH) stake by 7.2% in Q2 2026, selling an estimated $41.3K and leaving 2,701 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #949.

Chicago Partners Investment Group first reported a position in URTH in Q1 2023 and has held it in 14 quarters since. The position peaked at $762K in Q1 2024. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Chicago Partners Investment Group held 2,701 shares of iShares MSCI World ETF worth $542K as of Q2 2026.
  • Chicago Partners Investment Group sold 209 iShares MSCI World ETF shares in Q2 2026, an estimated $41.3K.
  • iShares MSCI World ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #949 holding.
  • Chicago Partners Investment Group first reported a position in iShares MSCI World ETF in Q1 2023 and has held it in 14 quarters since.
  • Chicago Partners Investment Group's iShares MSCI World ETF position peaked at $762K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.