Equitable Holdings’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
Q2 | $687K | Buy |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | $500K | Buy |
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|
2024
Q2 | $463K | Buy |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $434K | Sell |
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|
2021
Q4 | $482K | Buy |
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