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Main Street Research’s iShares MSCI World ETF URTH Stock Holding History

Main Street Research’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 		$2.74M Sell
13,511
-1,231
-8% -$244K 0.13% 46
2026
Q1 		$2.65M Sell
14,742
-396
-3% -$74.1K 0.15% 49
2025
Q4 		$2.81M Sell
15,138
-1,583
-9% -$291K 0.16% 41
2025
Q3 		$3.04M Sell
16,721
-1,967
-11% -$344K 0.16% 46
2025
Q2 		$3.17M Buy
18,688
+183
+1% +$28.9K 0.2% 41
2025
Q1 		$2.83M Buy
18,505
+889
+5% +$141K 0.19% 44
2024
Q4 		$2.74M Buy
17,616
+3,286
+23% +$520K 0.17% 44
2024
Q3 		$2.25M Sell
14,330
-160
-1% -$24.1K 0.14% 49
2024
Q2 		$2.14M Sell
14,490
-471
-3% -$67.9K 0.14% 45
2024
Q1 		$2.17M Buy
14,961
+532
+4% +$73.4K 0.15% 46
2023
Q4 		$1.92M Buy
14,429
+81
+0.6% +$10.1K 0.15% 46
2023
Q3 		$1.72M Buy
14,348
+189
+1% +$23.6K 0.18% 48
2023
Q2 		$1.76M Buy
+14,159
New +$1.7M 0.28% 36

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
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
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Main Street Research's URTH Position: Q2 2026 in Review

Main Street Research reduced its iShares MSCI World ETF (URTH) stake by 8.4% in Q2 2026, selling an estimated $244K and leaving 13,511 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #46.

Main Street Research first reported a position in URTH in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.17M in Q2 2025. 93 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Main Street Research held 13,511 shares of iShares MSCI World ETF worth $2.74M as of Q2 2026.
  • Main Street Research sold 1,231 iShares MSCI World ETF shares in Q2 2026, an estimated $244K.
  • iShares MSCI World ETF made up 0.13% of Main Street Research's portfolio in Q2 2026, its #46 holding.
  • Main Street Research first reported a position in iShares MSCI World ETF in Q2 2023 and has held it in 13 quarters since.
  • Main Street Research's iShares MSCI World ETF position peaked at $3.17M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.