Corient Private Wealth
URTH icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Sell
1,184
-1,424
-55% -$267K ﹤0.01% 2524
2025
Q4 		$484K Buy
2,608
+1,304
+100% +$240K ﹤0.01% 2335
2025
Q3 		$237K Hold
1,304
– – ﹤0.01% 2272
2025
Q2 		$221K Buy
+1,304
New +$206K ﹤0.01% 2177
2025
Q1 		– Sell
-1,482
Closed -$230K – 2447
2024
Q4 		$230K Buy
1,482
+120
+9% +$19K ﹤0.01% 2038
2024
Q3 		$214K Buy
+1,362
New +$205K ﹤0.01% 2198

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Corient Private Wealth's URTH Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI World ETF (URTH) stake by 55% in Q1 2026, selling an estimated $267K and leaving 1,184 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Corient Private Wealth first reported a position in URTH in Q3 2024 and has held it in 6 quarters since. The position peaked at $484K in Q4 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Corient Private Wealth held 1,184 shares of iShares MSCI World ETF worth $213K as of Q1 2026.
  • Corient Private Wealth sold 1,424 iShares MSCI World ETF shares in Q1 2026, an estimated $267K.
  • iShares MSCI World ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2524 holding.
  • Corient Private Wealth first reported a position in iShares MSCI World ETF in Q3 2024 and has held it in 6 quarters since.
  • Corient Private Wealth's iShares MSCI World ETF position peaked at $484K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.