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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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. 273 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.
273 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.