Ausdal Financial Partners’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
$461K Hold
2,720
0.03% 445
2025
Q1
$417K Sell
2,720
-216
-7% -$33.1K 0.03% 426
2024
Q4
$457K Sell
2,936
-10
-0.3% -$1.56K 0.04% 381
2024
Q3
$462K Sell
2,946
-2,050
-41% -$322K 0.05% 325
2024
Q2
$737K Sell
4,996
-333
-6% -$49.1K 0.08% 223
2024
Q1
$772K Buy
5,329
+168
+3% +$24.3K 0.09% 203
2023
Q4
$687K Hold
5,161
0.08% 208
2023
Q3
$620K Sell
5,161
-37
-0.7% -$4.45K 0.09% 215
2023
Q2
$647K Hold
5,198
0.09% 207
2023
Q1
$612K Sell
5,198
-62
-1% -$7.3K 0.08% 216
2022
Q4
$575K Buy
+5,260
New +$575K 0.08% 224