Avantax Advisory Services’s iShares MSCI World ETF URTH Stock Holding History

Avantax Advisory Services’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.1M	Buy
2024 Q1	–	Sell
2023 Q4	$484K	Buy
2023 Q3	$207K	Buy
2023 Q1	–	Sell
2022 Q4	$440K	Buy
2022 Q3	–	Sell
2022 Q2	$408K	Buy