Allie Family Office’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $389K | Hold |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $335K | Buy |
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