P
URTH icon

&Partners’s iShares MSCI World ETF URTH Stock Holding History

&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 		$447K Buy
2,250
+652
+41% +$129K ﹤0.01% 1897
2026
Q1 		$288K Sell
1,598
-307
-16% -$57.5K ﹤0.01% 2025
2025
Q4 		$354K Buy
+1,905
New +$350K ﹤0.01% 1819

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
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's URTH Position: Q2 2026 in Review

&Partners increased its iShares MSCI World ETF (URTH) stake by 41% in Q2 2026, buying an estimated $129K and bringing the position to 2,250 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

&Partners first reported a position in URTH in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • &Partners held 2,250 shares of iShares MSCI World ETF worth $447K as of Q2 2026.
  • &Partners bought 652 iShares MSCI World ETF shares in Q2 2026, an estimated $129K.
  • iShares MSCI World ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1897 holding.
  • &Partners first reported a position in iShares MSCI World ETF in Q4 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.