Beam Wealth Advisors’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 | $3.9M | Sell |
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|
2025
Q1 | $3.76M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $4.16M | Buy |
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|
2024
Q2 | $3.82M | Sell |
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|
2024
Q1 | $3.86M | Sell |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.55M | Buy |
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|
2022
Q3 | $1.96M | Buy |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $2.36M | Sell |
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|
2021
Q2 | $2.38M | Sell |
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|
2021
Q1 | $2.35M | Buy |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $2.36M | Sell |
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|
2020
Q2 | $2.26M | Buy |
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|
2020
Q1 | $1.49M | Buy |
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