Partners Capital Investment Group’s iShares MSCI World ETF URTH Stock Holding History

Partners Capital Investment Group’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	$2.38M	Sell	11,757 -13,673	-54%	-$2.7M	0.08%	87
2026 Q1	$4.58M	Sell	25,430 -990	-4%	-$185K	0.17%	59
2025 Q4	$4.91M	Sell	26,420 -2,523	-9%	-$464K	0.18%	53
2025 Q3	$5.25M	Sell	28,943 -38	-0.1%	-$6.64K	0.21%	56
2025 Q2	$4.91M	Sell	28,981 -146,989	-84%	-$23.2M	0.2%	62
2025 Q1	$27M	Buy	175,970 +152,236	+641%	+$24.1M	0.46%	35
2024 Q4	$3.69M	Sell	23,734 -81,887	-78%	-$13M	0.1%	77
2024 Q3	$16.6M	Sell	105,621 -41,942	-28%	-$6.32M	0.27%	47
2024 Q2	$21.8M	Sell	147,563 -43,442	-23%	-$6.26M	0.37%	38
2024 Q1	$27.7M	Sell	191,005 -79,329	-29%	-$10.9M	0.75%	31
2023 Q4	$36M	Buy	270,334 +51,769	+24%	+$6.45M	0.79%	26
2023 Q3	$26.3M	Buy	218,565 +12,532	+6%	+$1.56M	0.63%	28
2023 Q2	$25.7M	Buy	206,033 +72,005	+54%	+$8.64M	0.55%	34
2023 Q1	$15.8M	Buy	134,028 +68,125	+103%	+$7.81M	0.68%	29
2022 Q4	$7.2M	Buy	+65,903	New	+$7.15M	0.35%	58
2022 Q2	–	Sell	-18,060	Closed	-$2.31M	–	131
2022 Q1	$2.31M	Buy	+18,060	New	+$2.29M	0.11%	88
2018 Q4	–	Sell	-3,152	Closed	-$289K	–	89
2018 Q3	$289K	Hold	3,152	–	–	0.03%	73
2018 Q2	$276K	Buy	3,152 +37	+1%	+$3.28K	0.04%	69
2018 Q1	$271K	Sell	3,115 -803	-20%	-$71.9K	0.04%	66
2017 Q4	$345K	Buy	3,918 +37	+1%	+$3.2K	0.06%	65
2017 Q3	$326K	Hold	3,881	–	–	0.05%	61
2017 Q2	$312K	Buy	3,881 +39	+1%	+$3.11K	0.06%	36
2017 Q1	$299K	Hold	3,842	–	–	0.06%	47
2016 Q4	$281K	Buy	3,842 +25	+0.7%	+$1.81K	0.06%	51
2016 Q3	$277K	Hold	3,817	–	–	0.07%	52
2016 Q2	$265K	Buy	3,817 +46	+1%	+$3.22K	0.07%	48
2016 Q1	$262K	Buy	3,771 +111	+3%	+$7.29K	0.08%	49
2015 Q4	$255K	Buy	+3,660	New	+$258K	0.09%	42

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

Partners Capital Investment Group's URTH Position: Q2 2026 in Review

Partners Capital Investment Group reduced its iShares MSCI World ETF (URTH) stake by 54% in Q2 2026, selling an estimated $2.7M and leaving 11,757 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #87.

Partners Capital Investment Group first reported a position in URTH in Q4 2015 and has held it in 28 quarters since. The position peaked at $36M in Q4 2023. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Partners Capital Investment Group held 11,757 shares of iShares MSCI World ETF worth $2.38M as of Q2 2026.
Partners Capital Investment Group sold 13,673 iShares MSCI World ETF shares in Q2 2026, an estimated $2.7M.
iShares MSCI World ETF made up 0.08% of Partners Capital Investment Group's portfolio in Q2 2026, its #87 holding.
Partners Capital Investment Group first reported a position in iShares MSCI World ETF in Q4 2015 and has held it in 28 quarters since.
Partners Capital Investment Group's iShares MSCI World ETF position peaked at $36M in Q4 2023.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.