Centerstone Investors’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 | – | Sell |
-32,969
| Closed | -$5.05M | – | 24 |
|
|
2025
Q1 | $5.05M | Hold |
32,969
| – | – | 11.98% | 3 |
|
|
2024
Q4 | $5.13M | Hold |
32,969
| – | – | 4.8% | 7 |
|
|
2024
Q3 | $5.17M | Hold |
32,969
| – | – | 5.02% | 7 |
|
|
2024
Q2 | $4.86M | Sell |
32,969
-17,874
| -35% | -$2.64M | 4.05% | 9 |
|
|
2024
Q1 | $7.37M | Hold |
50,843
| – | – | 5.69% | 5 |
|
|
2023
Q4 | $6.76M | Buy |
+50,843
| New | +$6.76M | 6.93% | 4 |
|