Atria Wealth Solutions’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
$213K Buy
+1,256
New +$213K ﹤0.01% 1360
2022
Q2
Sell
-1,680
Closed -$215K 1860
2022
Q1
$215K Buy
+1,680
New +$215K ﹤0.01% 1547