Cerity Partners’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
Q3 | $976K | Hold |
|
|||||
|
2025
Q2 | $910K | Hold |
|
|||||
|
2025
Q1 | $823K | Hold |
|
|||||
|
2024
Q4 | $836K | Buy |
|
|||||
|
2024
Q3 | $843K | Sell |
|
|||||
|
2024
Q2 | $794K | Hold |
|
|||||
|
2024
Q1 | $751K | Sell |
|
|||||
|
2023
Q4 | $948K | Sell |
|
|||||
|
2023
Q3 | $1.33M | Buy |
|
|||||
|
2023
Q2 | $708K | Sell |
|
|||||
|
2023
Q1 | $1.61M | Buy |
|
|||||
|
2022
Q4 | $1.46M | Hold |
|
|||||
|
2022
Q3 | $1.34M | Buy |
|
|||||
|
2022
Q2 | $974K | Sell |
|
|||||
|
2022
Q1 | $1.58M | Hold |
|
|||||
|
2021
Q4 | $1.67M | Buy |
|