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Gerber Kawasaki Wealth & Investment Management’s iShares MSCI World ETF URTH Stock Holding History

Gerber Kawasaki Wealth & 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
Q2 		$21.6M Buy
106,697
+3,365
+3% +$666K 0.58% 44
2026
Q1 		$18.6M Buy
103,332
+50
+0% +$9.36K 0.59% 39
2025
Q4 		$19.2M Buy
103,282
+2,289
+2% +$421K 0.67% 36
2025
Q3 		$18.3M Buy
100,993
+21,236
+27% +$3.71M 0.63% 38
2025
Q2 		$13.5M Buy
79,757
+2,578
+3% +$407K 0.52% 43
2025
Q1 		$11.8M Sell
77,179
-957
-1% -$152K 0.53% 44
2024
Q4 		$12.2M Buy
78,136
+805
+1% +$127K 0.53% 46
2024
Q3 		$12.1M Sell
77,331
-888
-1% -$134K 0.56% 44
2024
Q2 		$11.5M Buy
78,219
+405
+0.5% +$58.4K 0.58% 46
2024
Q1 		$11.3M Sell
77,814
-1,647
-2% -$227K 0.61% 46
2023
Q4 		$10.6M Buy
79,461
+9,509
+14% +$1.19M 0.63% 40
2023
Q3 		$8.41M Sell
69,952
-1,901
-3% -$237K 0.57% 42
2023
Q2 		$8.95M Sell
71,853
-2,407
-3% -$289K 0.6% 42
2023
Q1 		$8.74M Buy
74,260
+1,319
+2% +$151K 0.69% 39
2022
Q4 		$7.97M Buy
+72,941
New +$7.92M 0.71% 40

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's URTH Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares MSCI World ETF (URTH) stake by 3.3% in Q2 2026, buying an estimated $666K and bringing the position to 106,697 shares worth $21.6M. The position accounts for 0.58% of the portfolio, ranked #44.

Gerber Kawasaki Wealth & Investment Management first reported a position in URTH in Q4 2022 and has held it in 15 quarters since. 166 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 106,697 shares of iShares MSCI World ETF worth $21.6M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 3,365 iShares MSCI World ETF shares in Q2 2026, an estimated $666K.
  • iShares MSCI World ETF made up 0.58% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #44 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI World ETF in Q4 2022 and has held it in 15 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.