Geneos Wealth Management’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 | $184K | Hold |
|
|||||
|
2025
Q2 | $171K | Sell |
|
|||||
|
2025
Q1 | $465K | Buy |
|
|||||
|
2024
Q4 | $157K | Buy |
|
|||||
|
2024
Q3 | $158K | Hold |
|
|||||
|
2024
Q2 | $149K | Buy |
|
|||||
|
2024
Q1 | $146K | Hold |
|
|||||
|
2023
Q4 | $134K | Buy |
|
|||||
|
2023
Q3 | $121K | Hold |
|
|||||
|
2023
Q2 | $125K | Buy |
|
|||||
|
2023
Q1 | $118K | Hold |
|
|||||
|
2022
Q4 | $110K | Buy |
|
|||||
|
2022
Q3 | $71K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $143K | Buy |
|
|||||
|
2021
Q3 | $134K | Hold |
|
|||||
|
2021
Q2 | $134K | Buy |
|
|||||
|
2021
Q1 | $129K | Sell |
|
|||||
|
2020
Q4 | $124K | Buy |
|
|||||
|
2020
Q3 | $100K | Hold |
|
|||||
|
2020
Q2 | $92K | Buy |
|
|||||
|
2020
Q1 | $77K | Buy |
|
|||||
|
2019
Q4 | $92K | Buy |
|
|||||
|
2019
Q3 | $84K | Hold |
|
|||||
|
2019
Q2 | $84K | Buy |
|
|||||
|
2019
Q1 | $81K | Buy |
|
|||||
|
2018
Q4 | $71K | Buy |
|
|||||
|
2018
Q3 | $82K | Hold |
|
|||||
|
2018
Q2 | $79K | Buy |
|
|||||
|
2018
Q1 | $77K | Hold |
|
|||||
|
2017
Q4 | $78K | Buy |
|
|||||
|
2017
Q3 | $74K | Hold |
|
|||||
|
2017
Q2 | $71K | Buy |
|
|||||
|
2017
Q1 | $68K | Hold |
|
|||||
|
2016
Q4 | $63K | Buy |
|
|||||
|
2016
Q3 | $62K | Hold |
|
|||||
|
2016
Q2 | $60K | Buy |
|
|||||
|
2016
Q1 | $59K | Buy |
|