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International Assets Investment Management’s iShares MSCI World ETF URTH Stock Holding History

International Assets 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 		$469K Buy
+2,320
New +$459K 0.03% 514
2021
Q2 		– Sell
-100
Closed -$11K – 1821
2021
Q1 		$11K Hold
100
– – ﹤0.01% 1539
2020
Q4 		$11K Buy
+100
New +$10.6K ﹤0.01% 1404

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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

International Assets Investment Management's URTH Position: Q2 2026 in Review

International Assets Investment Management opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 2,320 shares worth $469K. The stake represents 0.03% of the portfolio and ranks #514 among its holdings. This is a return to the name: International Assets Investment Management previously reported a position in URTH as recently as Q1 2021.

International Assets Investment Management first reported a position in URTH in Q4 2020 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • International Assets Investment Management held 2,320 shares of iShares MSCI World ETF worth $469K as of Q2 2026.
  • iShares MSCI World ETF was a new International Assets Investment Management position in Q2 2026.
  • iShares MSCI World ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #514 holding.
  • International Assets Investment Management first reported a position in iShares MSCI World ETF in Q4 2020 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.