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Compass Ion Advisors’s iShares MSCI World ETF URTH Stock Holding History

Compass Ion Advisors’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,498
Closed -$229K – 276
2025
Q1 		$229K Buy
+1,498
New +$229K 0.03% 237