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
Q2 		$244K Buy
1,204
+20
+2% +$3.96K ﹤0.01% 2686
2026
Q1 		$213K Sell
1,184
-120
-9% -$22.5K ﹤0.01% 2524
2025
Q4 		$242K Hold
1,304
– – ﹤0.01% 2321
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 $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

Corient Private Wealth's URTH Position: Q2 2026 in Review

Corient Private Wealth increased its iShares MSCI World ETF (URTH) stake by 1.7% in Q2 2026, buying an estimated $3.96K and bringing the position to 1,204 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Corient Private Wealth first reported a position in URTH in Q3 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Corient Private Wealth held 1,204 shares of iShares MSCI World ETF worth $244K as of Q2 2026.
  • Corient Private Wealth bought 20 iShares MSCI World ETF shares in Q2 2026, an estimated $3.96K.
  • iShares MSCI World ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2686 holding.
  • Corient Private Wealth first reported a position in iShares MSCI World ETF in Q3 2024 and has held it in 7 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.