BerganKDV 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
2023
Q1
Sell
2022
Q4
$7.53M Buy
2022
Q1
Sell
2021
Q4
$95K Buy
2020
Q1
Sell
2019
Q4
$727K Hold
2019
Q3
$676K Hold
2019
Q2
$670K Hold
2019
Q1
$653K Sell
2018
Q4
$4.05M Buy