EP Wealth Advisors’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 | $153K | Buy |
905
+3
| +0.3% | +$508 | ﹤0.01% | 1315 |
|
|
2025
Q1 | $138K | Hold |
902
| – | – | ﹤0.01% | 1204 |
|
|
2024
Q4 | $140K | Hold |
902
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q3 | $142K | Buy |
902
+40
| +5% | +$6.28K | ﹤0.01% | 1109 |
|
|
2024
Q2 | $127K | Hold |
862
| – | – | ﹤0.01% | 807 |
|
|
2024
Q1 | $125K | Hold |
862
| – | – | ﹤0.01% | 785 |
|
|
2023
Q4 | $115K | Hold |
862
| – | – | ﹤0.01% | 778 |
|
|
2023
Q3 | $104K | Buy |
+862
| New | +$104K | ﹤0.01% | 731 |
|