First Heartland Consultants’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
2026
Q1
Sell
2025
Q4
$298K Sell
2025
Q3
$317K Buy
2025
Q2
$276K Buy
2024
Q2
Sell
2024
Q1
$344K Buy