Cambridge Investment Research Advisors’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 | $3.62M | Buy |
21,370
+12,217
| +133% | +$2.07M | 0.01% | 1042 |
|
|
2025
Q1 | $1.4M | Sell |
9,153
-175
| -2% | -$26.8K | ﹤0.01% | 1597 |
|
|
2024
Q4 | $1.45M | Sell |
9,328
-1,957
| -17% | -$304K | ﹤0.01% | 1590 |
|
|
2024
Q3 | $1.77M | Buy |
11,285
+2
| +0% | +$314 | 0.01% | 1450 |
|
|
2024
Q2 | $1.66M | Sell |
11,283
-494
| -4% | -$72.9K | 0.01% | 1421 |
|
|
2024
Q1 | $1.71M | Sell |
11,777
-1,592
| -12% | -$231K | 0.01% | 1369 |
|
|
2023
Q4 | $1.78M | Buy |
13,369
+971
| +8% | +$129K | 0.01% | 1279 |
|
|
2023
Q3 | $1.49M | Sell |
12,398
-56
| -0.4% | -$6.73K | 0.01% | 1322 |
|
|
2023
Q2 | $1.55M | Buy |
12,454
+336
| +3% | +$41.8K | 0.01% | 1326 |
|
|
2023
Q1 | $1.43M | Sell |
12,118
-1,516
| -11% | -$178K | 0.01% | 1341 |
|
|
2022
Q4 | $1.49M | Buy |
13,634
+528
| +4% | +$57.7K | 0.01% | 1266 |
|
|
2022
Q3 | $1.31M | Buy |
13,106
+902
| +7% | +$90.2K | 0.01% | 1297 |
|
|
2022
Q2 | $1.3M | Sell |
12,204
-417
| -3% | -$44.6K | 0.01% | 1276 |
|
|
2022
Q1 | $1.62M | Buy |
12,621
+704
| +6% | +$90.2K | 0.01% | 1271 |
|
|
2021
Q4 | $1.61M | Buy |
11,917
+527
| +5% | +$71.3K | 0.01% | 1272 |
|
|
2021
Q3 | $1.44M | Buy |
11,390
+649
| +6% | +$82.1K | 0.01% | 1276 |
|
|
2021
Q2 | $1.36M | Buy |
10,741
+234
| +2% | +$29.6K | 0.01% | 1328 |
|
|
2021
Q1 | $1.25M | Sell |
10,507
-3,087
| -23% | -$366K | 0.01% | 1287 |
|
|
2020
Q4 | $1.53M | Buy |
13,594
+270
| +2% | +$30.3K | 0.01% | 1068 |
|
|
2020
Q3 | $1.33M | Buy |
13,324
+4,439
| +50% | +$442K | 0.01% | 1023 |
|
|
2020
Q2 | $819K | Sell |
8,885
-3,583
| -29% | -$330K | 0.01% | 1249 |
|
|
2020
Q1 | $972K | Buy |
12,468
+1,825
| +17% | +$142K | 0.01% | 988 |
|
|
2019
Q4 | $1.05M | Buy |
10,643
+301
| +3% | +$29.7K | 0.01% | 1120 |
|
|
2019
Q3 | $949K | Sell |
10,342
-5,636
| -35% | -$517K | 0.01% | 1100 |
|
|
2019
Q2 | $1.45M | Buy |
15,978
+9,950
| +165% | +$905K | 0.01% | 843 |
|
|
2019
Q1 | $535K | Sell |
6,028
-17
| -0.3% | -$1.51K | 0.01% | 1440 |
|
|
2018
Q4 | $477K | Buy |
6,045
+1,932
| +47% | +$152K | 0.01% | 1353 |
|
|
2018
Q3 | $378K | Buy |
4,113
+684
| +20% | +$62.9K | ﹤0.01% | 1633 |
|
|
2018
Q2 | $300K | Buy |
3,429
+430
| +14% | +$37.6K | ﹤0.01% | 1731 |
|
|
2018
Q1 | $261K | Sell |
2,999
-174
| -5% | -$15.1K | ﹤0.01% | 1776 |
|
|
2017
Q4 | $280K | Sell |
3,173
-196
| -6% | -$17.3K | ﹤0.01% | 1703 |
|
|
2017
Q3 | $283K | Hold |
3,369
| – | – | ﹤0.01% | 1585 |
|
|
2017
Q2 | $271K | Buy |
3,369
+621
| +23% | +$50K | ﹤0.01% | 1570 |
|
|
2017
Q1 | $214K | Hold |
2,748
| – | – | ﹤0.01% | 1574 |
|
|
2016
Q4 | $201K | Buy |
+2,748
| New | +$201K | ﹤0.01% | 1503 |
|