EP Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History

EP Wealth Advisors’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	$333K	Sell	1,645 -11	-0.7%	-$2.18K	﹤0.01%	1224
2026 Q1	$298K	Hold	1,656	–	–	﹤0.01%	1172
2025 Q4	$308K	Buy	+1,656	New	+$305K	﹤0.01%	1123
2025 Q2	$153K	Buy	905 +3	+0.3%	+$474	﹤0.01%	1315
2025 Q1	$138K	Hold	902	–	–	﹤0.01%	1204
2024 Q4	$140K	Hold	902	–	–	﹤0.01%	1155
2024 Q3	$142K	Buy	902 +40	+5%	+$6.02K	﹤0.01%	1109
2024 Q2	$127K	Hold	862	–	–	﹤0.01%	807
2024 Q1	$125K	Hold	862	–	–	﹤0.01%	785
2023 Q4	$115K	Hold	862	–	–	﹤0.01%	778
2023 Q3	$104K	Buy	+862	New	+$107K	﹤0.01%	731

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

EP Wealth Advisors's URTH Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares MSCI World ETF (URTH) stake by 0.66% in Q2 2026, selling an estimated $2.18K and leaving 1,645 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

EP Wealth Advisors first reported a position in URTH in Q3 2023 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

EP Wealth Advisors held 1,645 shares of iShares MSCI World ETF worth $333K as of Q2 2026.
EP Wealth Advisors sold 11 iShares MSCI World ETF shares in Q2 2026, an estimated $2.18K.
iShares MSCI World ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1224 holding.
EP Wealth Advisors first reported a position in iShares MSCI World ETF in Q3 2023 and has held it in 11 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

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