AssetMark Inc’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
Q1 | – | Sell |
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|
2024
Q4 | $7.62K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.51K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $133 | Sell |
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|
2023
Q3 | $66.5K | Buy |
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|
2023
Q2 | $22.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $21K | Buy |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $328K | Hold |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $284K | Hold |
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|
2018
Q3 | $330K | Hold |
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|
2018
Q2 | $315K | Hold |
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|
2018
Q1 | $314K | Hold |
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|
2017
Q4 | $317K | Hold |
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|
2017
Q3 | $303K | Hold |
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|
2017
Q2 | $289K | Hold |
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|
2017
Q1 | $280K | Hold |
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|
2016
Q4 | $263K | Hold |
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|
2016
Q3 | $262K | Buy |
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