Angeles Wealth Management’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
119,304
+6,412
| +6% | +$1.09M | 1.39% | 15 |
|
|
2025
Q1 | $17.3M | Sell |
112,892
-4,525
| -4% | -$693K | 1.44% | 16 |
|
|
2024
Q4 | $18.3M | Sell |
117,417
-1,945
| -2% | -$302K | 1.5% | 15 |
|
|
2024
Q3 | $18.7M | Sell |
119,362
-1,065
| -0.9% | -$167K | 1.61% | 15 |
|
|
2024
Q2 | $17.8M | Sell |
120,427
-13,475
| -10% | -$1.99M | 1.67% | 15 |
|
|
2024
Q1 | $19.4M | Sell |
133,902
-10,835
| -7% | -$1.57M | 1.94% | 13 |
|
|
2023
Q4 | $19.3M | Sell |
144,737
-4,513
| -3% | -$600K | 2.35% | 12 |
|
|
2023
Q3 | $17.9M | Sell |
149,250
-110
| -0.1% | -$13.2K | 2.53% | 11 |
|
|
2023
Q2 | $18.6M | Sell |
149,360
-1,690
| -1% | -$210K | 2.54% | 12 |
|
|
2023
Q1 | $17.8M | Sell |
151,050
-2,270
| -1% | -$267K | 2.64% | 10 |
|
|
2022
Q4 | $16.8M | Buy |
153,320
+48,210
| +46% | +$5.27M | 2.93% | 9 |
|
|
2022
Q3 | $10.5M | Sell |
105,110
-92,475
| -47% | -$9.24M | 2.08% | 15 |
|
|
2022
Q2 | $21.1M | Buy |
+197,585
| New | +$21.1M | 4.22% | 7 |
|