Empirical Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Empirical Wealth Management’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	$207K	Buy	+1,021	New	+$202K	﹤0.01%	1006

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

Empirical Wealth Management's URTH Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 1,021 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings.

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

Empirical Wealth Management held 1,021 shares of iShares MSCI World ETF worth $207K as of Q2 2026.
iShares MSCI World ETF was a new Empirical Wealth Management position in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1006 holding.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.