Allworth Financial’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
$343K Sell
2025
Q1
$319K Sell
2024
Q4
$456K Buy
2024
Q3
$443K Hold
2024
Q2
$421K Buy
2024
Q1
$406K Hold
2023
Q4
$373K Sell
2023
Q3
$413K Hold
2023
Q2
$428K Buy
2023
Q1
$402K Buy