Evensky & Katz’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 | $48.7M | Buy |
287,317
+344
| +0.1% | +$58.3K | 2.97% | 13 |
|
|
2025
Q1 | $44M | Buy |
286,973
+3,391
| +1% | +$519K | 2.95% | 12 |
|
|
2024
Q4 | $44.1M | Buy |
283,582
+1,826
| +0.6% | +$284K | 2.89% | 13 |
|
|
2024
Q3 | $44.2M | Buy |
281,756
+2,931
| +1% | +$460K | 2.88% | 13 |
|
|
2024
Q2 | $41.1M | Buy |
278,825
+3,204
| +1% | +$473K | 2.86% | 13 |
|
|
2024
Q1 | $39.9M | Buy |
+275,621
| New | +$39.9M | 2.82% | 14 |
|