FAS Wealth Partners’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
Q3 | $192K | Hold |
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|
2025
Q2 | $179K | Buy |
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|
2025
Q1 | $161K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $163K | Hold |
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|
2024
Q2 | $153K | Buy |
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|
2024
Q1 | $149K | Hold |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $127K | Buy |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q3 | $100K | Sell |
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|
2022
Q2 | $886K | Buy |
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|
2022
Q1 | $105K | Buy |
|