P/E Global LLC’s iShares MSCI World ETF URTH Stock Holding History

P/E Global LLC’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	$29.7M	Buy	+146,536	New	+$29M	1.91%	6

Other funds holding URTH

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

LTS Liquid Investments Nassau $187M AUM

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

P/E Global LLC's URTH Position: Q2 2026 in Review

P/E Global LLC opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 146,536 shares worth $29.7M. The stake represents 1.91% of the portfolio and ranks #6 among its holdings.

58 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

P/E Global LLC held 146,536 shares of iShares MSCI World ETF worth $29.7M as of Q2 2026.
iShares MSCI World ETF was a new P/E Global LLC position in Q2 2026.
iShares MSCI World ETF made up 1.91% of P/E Global LLC's portfolio in Q2 2026, its #6 holding.
58 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on P/E Global LLC's 13F filing for Q2 2026, filed 23 Jul 2026.