Pictet North America Advisors’s iShares MSCI World ETF URTH Stock Holding History

Pictet North America Advisors’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	$35.2M	Buy	173,508 +13,411	+8%	+$2.65M	3.1%	6
2026 Q1	$28.8M	Buy	160,097 +138,296	+634%	+$25.9M	2.86%	11
2025 Q4	$4.05M	Buy	21,801 +1,612	+8%	+$297K	0.38%	57
2025 Q3	$3.67M	Buy	20,189 +3,824	+23%	+$668K	0.34%	58
2025 Q2	$2.77M	Sell	16,365 -70,052	-81%	-$11.1M	0.28%	64
2025 Q1	$13.2M	Buy	86,417 +11,805	+16%	+$1.87M	1.32%	22
2024 Q4	$11.6M	Buy	74,612 +12,152	+19%	+$1.92M	1.1%	27
2024 Q3	$9.8M	Buy	62,460 +1,233	+2%	+$186K	0.97%	34
2024 Q2	$9.03M	Buy	+61,227	New	+$8.83M	0.98%	33

Other funds holding URTH

SMDAM

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

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

LLI

LTS Liquid Investments Nassau $187M AUM

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

ELI

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

Pictet North America Advisors's URTH Position: Q2 2026 in Review

Pictet North America Advisors increased its iShares MSCI World ETF (URTH) stake by 8.4% in Q2 2026, buying an estimated $2.65M and bringing the position to 173,508 shares worth $35.2M. The position accounts for 3.1% of the portfolio, ranked #6.

Pictet North America Advisors first reported a position in URTH in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Pictet North America Advisors held 173,508 shares of iShares MSCI World ETF worth $35.2M as of Q2 2026.
Pictet North America Advisors bought 13,411 iShares MSCI World ETF shares in Q2 2026, an estimated $2.65M.
iShares MSCI World ETF made up 3.1% of Pictet North America Advisors's portfolio in Q2 2026, its #6 holding.
Pictet North America Advisors first reported a position in iShares MSCI World ETF in Q2 2024 and has held it in 9 quarters since.
87 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.