D.A. Davidson & Co’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
Q1 | – | Sell |
-2,953
| Closed | -$459K | – | 1475 |
|
|
2024
Q4 | $459K | Buy |
+2,953
| New | +$459K | ﹤0.01% | 1047 |
|
|
2024
Q1 | – | Sell |
-8,121
| Closed | -$1.08M | – | 1443 |
|
|
2023
Q4 | $1.08M | Buy |
+8,121
| New | +$1.08M | 0.01% | 691 |
|
|
2023
Q1 | – | Sell |
-7,123
| Closed | -$778K | – | 1389 |
|
|
2022
Q4 | $778K | Buy |
+7,123
| New | +$778K | 0.01% | 702 |
|
|
2022
Q3 | – | Sell |
-7,240
| Closed | -$774K | – | 1331 |
|
|
2022
Q2 | $774K | Buy |
+7,240
| New | +$774K | 0.01% | 680 |
|