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Signature Estate & Investment Advisors’s iShares MSCI World ETF URTH Stock Holding History

Signature Estate & Investment 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 		$289K Buy
1,427
+217
+18% +$42.9K 0.01% 552
2026
Q1 		$218K Sell
1,210
-186
-13% -$34.8K ﹤0.01% 611
2025
Q4 		$259K Buy
1,396
+11
+0.8% +$2.02K 0.01% 528
2025
Q3 		$251K Sell
1,385
-35
-2% -$6.12K 0.01% 533
2025
Q2 		$241K Buy
1,420
+111
+8% +$17.5K 0.01% 516
2025
Q1 		$201K Hold
1,309
– – 0.01% 532
2024
Q4 		$204K Buy
1,309
+9
+0.7% +$1.42K 0.01% 510
2024
Q3 		$204K Buy
+1,300
New +$196K ﹤0.01% 500

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
BS
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Signature Estate & Investment Advisors's URTH Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares MSCI World ETF (URTH) stake by 18% in Q2 2026, buying an estimated $42.9K and bringing the position to 1,427 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #552.

Signature Estate & Investment Advisors first reported a position in URTH in Q3 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,427 shares of iShares MSCI World ETF worth $289K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 217 iShares MSCI World ETF shares in Q2 2026, an estimated $42.9K.
  • iShares MSCI World ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #552 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares MSCI World ETF in Q3 2024 and has held it in 8 quarters since.
  • 160 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.