Cetera Investment Advisers’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 | $12.6M | Sell |
74,235
-4,592
| -6% | -$778K | 0.02% | 707 |
|
|
2025
Q1 | $12.1M | Buy |
78,827
+42,963
| +120% | +$6.58M | 0.02% | 675 |
|
|
2024
Q4 | $5.58M | Buy |
35,864
+11,055
| +45% | +$1.72M | 0.01% | 980 |
|
|
2024
Q3 | $3.89M | Buy |
24,809
+4,197
| +20% | +$659K | 0.01% | 1149 |
|
|
2024
Q2 | $3.04M | Sell |
20,612
-796
| -4% | -$117K | 0.01% | 1275 |
|
|
2024
Q1 | $3.1M | Buy |
21,408
+17,198
| +409% | +$2.49M | 0.01% | 1262 |
|
|
2023
Q4 | $560K | Buy |
+4,210
| New | +$560K | ﹤0.01% | 1431 |
|
|
2023
Q1 | – | Sell |
-2,852
| Closed | -$312K | – | 2226 |
|
|
2022
Q4 | $312K | Buy |
+2,852
| New | +$312K | ﹤0.01% | 1645 |
|