Evelyn Partners Group Ltd’s iShares MSCI World ETF URTH Stock Holding History

Evelyn Partners Group Ltd’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	$34.6M	Buy	+206,107	New	+$40.8M	0.07%	36

Other funds holding URTH

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

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

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

LTS Liquid Investments Nassau $187M AUM

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Evelyn Partners Group Ltd's URTH Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 206,107 shares worth $34.6M. The stake represents 0.07% of the portfolio and ranks #36 among its holdings.

151 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Evelyn Partners Group Ltd held 206,107 shares of iShares MSCI World ETF worth $34.6M as of Q2 2026.
iShares MSCI World ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
iShares MSCI World ETF made up 0.07% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #36 holding.
151 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.