EverSource Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02K | Hold |
6
| – | – | ﹤0.01% | 3726 |
|
|
2025
Q1 | $919 | Sell |
6
-1,557
| -100% | -$238K | ﹤0.01% | 3257 |
|
|
2024
Q4 | $243K | Buy |
+1,563
| New | +$243K | 0.01% | 582 |
|
|
2023
Q2 | – | Sell |
-114
| Closed | -$13.4K | – | 2623 |
|
|
2023
Q1 | $13.4K | Hold |
114
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q4 | $12.5K | Buy |
+114
| New | +$12.5K | ﹤0.01% | 1252 |
|