Robertson Stephens Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Robertson Stephens Wealth Management’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	$673K	Buy	3,321 +22	+0.7%	+$4.35K	0.02%	396
2026 Q1	$594K	Buy	3,299 +1	+0%	+$187	0.02%	392
2025 Q4	$613K	Buy	3,298 +26	+0.8%	+$4.78K	0.02%	388
2025 Q3	$594K	Hold	3,272	–	–	0.02%	332
2025 Q2	$554K	Buy	3,272 +25	+0.8%	+$3.95K	0.02%	351
2025 Q1	$497K	Hold	3,247	–	–	0.02%	365
2024 Q4	$505K	Sell	3,247 -169	-5%	-$26.7K	0.02%	358
2024 Q3	$536K	Hold	3,416	–	–	0.02%	398
2024 Q2	$504K	Buy	+3,416	New	+$492K	0.03%	333

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

Robertson Stephens Wealth Management's URTH Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares MSCI World ETF (URTH) stake by 0.67% in Q2 2026, buying an estimated $4.35K and bringing the position to 3,321 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #396.

Robertson Stephens Wealth Management first reported a position in URTH in Q2 2024 and has held it in 9 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Robertson Stephens Wealth Management held 3,321 shares of iShares MSCI World ETF worth $673K as of Q2 2026.
Robertson Stephens Wealth Management bought 22 iShares MSCI World ETF shares in Q2 2026, an estimated $4.35K.
iShares MSCI World ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #396 holding.
Robertson Stephens Wealth Management first reported a position in iShares MSCI World ETF in Q2 2024 and has held it in 9 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.