Focus Partners Wealth’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 | $779K | Buy |
4,598
+11
| +0.2% | +$1.86K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $703K | Buy |
4,587
+10
| +0.2% | +$1.53K | ﹤0.01% | 1186 |
|
|
2024
Q4 | $712K | Buy |
+4,577
| New | +$712K | ﹤0.01% | 1168 |
|
|
2024
Q3 | – | Sell |
-9,564
| Closed | -$1.43M | – | 1702 |
|
|
2024
Q2 | $1.43M | Buy |
9,564
+4,819
| +102% | +$723K | ﹤0.01% | 715 |
|
|
2024
Q1 | $688K | Buy |
+4,745
| New | +$688K | 0.01% | 665 |
|