BridgePort Financial Solutions’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
$364K Buy
2,148
+16
+0.8% +$2.71K 0.12% 134
2025
Q1
$327K Hold
2,132
0.15% 119
2024
Q4
$337K Buy
+2,132
New +$337K 0.15% 118