Cassaday & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $354K | Buy |
|
|||||
|
2025
Q3 | $308K | Sell |
|
|||||
|
2025
Q2 | $295K | Sell |
|
|||||
|
2025
Q1 | $274K | Hold |
|
|||||
|
2024
Q4 | $278K | Buy |
|
|||||
|
2024
Q3 | $256K | Hold |
|
|||||
|
2024
Q2 | $240K | Hold |
|
|||||
|
2024
Q1 | $236K | Hold |
|
|||||
|
2023
Q4 | $217K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.21M | Buy |
|