Chicago Partners Investment Group’s iShares MSCI World ETF URTH Stock Holding History

Chicago Partners Investment Group’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$566K	Hold
2025 Q2	$526K	Buy
2025 Q1	$469K	Buy
2024 Q4	$460K	Buy
2024 Q3	$455K	Buy
2024 Q2	$425K	Sell
2024 Q1	$762K	Buy
2023 Q4	$630K	Buy
2023 Q3	$532K	Buy
2023 Q2	$255K	Buy
2023 Q1	$238K	Buy