Edmond de Rothschild Holding’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
Q4 | $1.15M | Buy |
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|
2025
Q3 | $1.07M | Buy |
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|
2025
Q2 | $951K | Hold |
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|
2025
Q1 | $860K | Hold |
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|
2024
Q4 | $873K | Hold |
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|
2024
Q3 | $881K | Hold |
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|
2024
Q2 | $828K | Hold |
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|
2024
Q1 | $814K | Hold |
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|
2023
Q4 | $747K | Hold |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $29.4K | Hold |
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|
2022
Q4 | $27.3K | Sell |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $49K | Hold |
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|
2015
Q4 | $49K | Sell |
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|
2015
Q3 | $181K | Hold |
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|
2015
Q2 | $196K | Buy |
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