Bank Julius Baer & Co’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
Q4 | $13M | Sell |
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|
2025
Q3 | $14.2M | Sell |
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|
2025
Q2 | $14.4M | Sell |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $31.7M | Buy |
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|
2024
Q3 | $30.2M | Buy |
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|
2024
Q2 | $26.1M | Sell |
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|
2024
Q1 | $28.1M | Sell |
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|
2023
Q4 | $26.9M | Sell |
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|
2023
Q3 | $28.2M | Sell |
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|
2023
Q2 | $30.6M | Buy |
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|
2023
Q1 | $27.1M | Buy |
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|
2022
Q4 | $22.6M | Sell |
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|
2022
Q3 | $22.9M | Sell |
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|
2022
Q2 | $27M | Sell |
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|
2022
Q1 | $33.1M | Buy |
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|
2021
Q4 | $33.4M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $234K | Buy |
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