Gen-Wealth Partners’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 | $105K | Hold |
617
| – | – | 0.04% | 276 |
|
|
2025
Q1 | $94.5K | Hold |
617
| – | – | 0.04% | 278 |
|
|
2024
Q4 | $95.9K | Hold |
617
| – | – | 0.04% | 290 |
|
|
2024
Q3 | $96.4K | Sell |
617
-341
| -36% | -$53.3K | 0.04% | 290 |
|
|
2024
Q2 | $141K | Hold |
958
| – | – | 0.07% | 241 |
|
|
2024
Q1 | $139K | Buy |
+958
| New | +$139K | 0.07% | 259 |
|