Avior Wealth Management’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
Q2 | $953K | Sell |
|
|||||
|
2025
Q1 | $902K | Sell |
|
|||||
|
2024
Q4 | $1.1M | Sell |
|
|||||
|
2024
Q3 | $1.22M | Sell |
|
|||||
|
2024
Q2 | $1.28M | Sell |
|
|||||
|
2024
Q1 | $1.4M | Sell |
|
|||||
|
2023
Q4 | $1.57M | Sell |
|
|||||
|
2023
Q3 | $1.88M | Sell |
|
|||||
|
2023
Q2 | $2.74M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $3.68M | Buy |
|
|||||
|
2022
Q3 | $2.94M | Buy |
|