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WealthGarden F.S.’s iShares MSCI World ETF URTH Stock Holding History

WealthGarden F.S.’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 		$336K Sell
1,659
-2
-0.1% -$396 0.19% 129
2026
Q1 		$299K Sell
1,661
-13
-0.8% -$2.43K 0.2% 125
2025
Q4 		$318K Sell
1,674
-27
-2% -$4.97K 0.21% 116
2025
Q3 		$312K Sell
1,701
-29
-2% -$5.07K 0.22% 114
2025
Q2 		$296K Buy
1,730
+162
+10% +$25.6K 0.25% 106
2025
Q1 		$240K Sell
1,568
-100
-6% -$15.8K 0.23% 112
2024
Q4 		$259K Buy
1,668
+29
+2% +$4.59K 0.24% 104
2024
Q3 		$257K Buy
1,639
+1
+0.1% +$151 0.25% 106
2024
Q2 		$242K Buy
+1,638
New +$236K 0.25% 102

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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Mirae Asset Global Investments
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

WealthGarden F.S.'s URTH Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares MSCI World ETF (URTH) stake by 0.12% in Q2 2026, selling an estimated $396 and leaving 1,659 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #129.

WealthGarden F.S. first reported a position in URTH in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • WealthGarden F.S. held 1,659 shares of iShares MSCI World ETF worth $336K as of Q2 2026.
  • WealthGarden F.S. sold 2 iShares MSCI World ETF shares in Q2 2026, an estimated $396.
  • iShares MSCI World ETF made up 0.19% of WealthGarden F.S.'s portfolio in Q2 2026, its #129 holding.
  • WealthGarden F.S. first reported a position in iShares MSCI World ETF in Q2 2024 and has held it in 9 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.