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

Evelyn Partners’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	$34.6M	Buy	+206,107	New	+$40.8M	0.07%	36

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Evelyn Partners's URTH Position: Q2 2026 in Review

Evelyn Partners opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 206,107 shares worth $34.6M. The stake represents 0.07% of the portfolio and ranks #36 among its holdings.

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

Evelyn Partners held 206,107 shares of iShares MSCI World ETF worth $34.6M as of Q2 2026.
iShares MSCI World ETF was a new Evelyn Partners position in Q2 2026.
iShares MSCI World ETF made up 0.07% of Evelyn Partners's portfolio in Q2 2026, its #36 holding.
260 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.