Obermeyer Wealth Partners’s iShares MSCI World ETF URTH Stock Holding History

Obermeyer Wealth 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	$66.1M	Sell	326,282 -23,717	-7%	-$4.69M	2.7%	15
2026 Q1	$63M	Sell	349,999 -3,024	-0.9%	-$566K	2.9%	13
2025 Q4	$65.6M	Buy	353,023 +1,491	+0.4%	+$274K	3%	14
2025 Q3	$63.8M	Buy	351,532 +9,834	+3%	+$1.72M	2.99%	13
2025 Q2	$57.9M	Buy	+341,698	New	+$53.9M	2.88%	12

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

Obermeyer Wealth Partners's URTH Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares MSCI World ETF (URTH) stake by 6.8% in Q2 2026, selling an estimated $4.69M and leaving 326,282 shares worth $66.1M. The position accounts for 2.7% of the portfolio, ranked #15.

Obermeyer Wealth Partners first reported a position in URTH in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Obermeyer Wealth Partners held 326,282 shares of iShares MSCI World ETF worth $66.1M as of Q2 2026.
Obermeyer Wealth Partners sold 23,717 iShares MSCI World ETF shares in Q2 2026, an estimated $4.69M.
iShares MSCI World ETF made up 2.7% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #15 holding.
Obermeyer Wealth Partners first reported a position in iShares MSCI World ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.