Corient Private Wealth
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Corient Private Wealth’s iShares MSCI World ETF URTH Stock Holding History

Corient Private Wealth’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$221K Buy
+1,304
New +$221K ﹤0.01% 2263
2025
Q1 		– Sell
-1,482
Closed -$230K – 2437
2024
Q4 		$230K Buy
1,482
+120
+9% +$18.7K ﹤0.01% 2037
2024
Q3 		$214K Buy
+1,362
New +$214K ﹤0.01% 2171