Evelyn Partners Investment Management’s iShares MSCI World ETF URTH Stock Holding History

Evelyn Partners Investment 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 Q1	$2.08M	Buy	11,534 +1,460	+14%	+$273K	0.06%	100
2025 Q4	$1.87M	Buy	10,074 +1,574	+19%	+$290K	0.05%	112
2025 Q3	$1.54M	Buy	8,500 +1,995	+31%	+$349K	0.04%	115
2025 Q2	$1.1M	Buy	6,505 +3,110	+92%	+$491K	0.03%	130
2025 Q1	$520K	Buy	3,395 +395	+13%	+$62.5K	0.02%	149
2024 Q4	$467K	Buy	+3,000	New	+$474K	0.02%	162

Other funds holding URTH

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Evelyn Partners Investment Management's URTH Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its iShares MSCI World ETF (URTH) stake by 14% in Q1 2026, buying an estimated $273K and bringing the position to 11,534 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #100.

Evelyn Partners Investment Management first reported a position in URTH in Q4 2024 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Evelyn Partners Investment Management held 11,534 shares of iShares MSCI World ETF worth $2.08M as of Q1 2026.
Evelyn Partners Investment Management bought 1,460 iShares MSCI World ETF shares in Q1 2026, an estimated $273K.
iShares MSCI World ETF made up 0.06% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #100 holding.
Evelyn Partners Investment Management first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 6 quarters since.
268 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.