CAPTRUST Financial 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 | $467K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $96K | Hold |
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|
2021
Q4 | $102K | Hold |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $95K | Hold |
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|
2021
Q1 | $89K | Buy |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $73K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $54K | Buy |
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