Avantax Advisory Services’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 | – | Sell |
-7,190
| Closed | -$1.1M | – | 2439 |
|
|
2025
Q1 | $1.1M | Buy |
+7,190
| New | +$1.1M | 0.01% | 1034 |
|
|
2024
Q1 | – | Sell |
-3,640
| Closed | -$484K | – | 1726 |
|
|
2023
Q4 | $484K | Buy |
3,640
+1,919
| +112% | +$255K | ﹤0.01% | 999 |
|
|
2023
Q3 | $207K | Buy |
+1,721
| New | +$207K | ﹤0.01% | 1414 |
|
|
2023
Q1 | – | Sell |
-4,028
| Closed | -$440K | – | 1541 |
|
|
2022
Q4 | $440K | Buy |
+4,028
| New | +$440K | 0.01% | 925 |
|
|
2022
Q3 | – | Sell |
-3,813
| Closed | -$408K | – | 1382 |
|
|
2022
Q2 | $408K | Buy |
+3,813
| New | +$408K | 0.01% | 870 |
|