GeoWealth Management’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 | $34.9K | Buy |
206
+2
| +1% | +$339 | ﹤0.01% | 996 |
|
|
2025
Q1 | $31.2K | Buy |
+204
| New | +$31.2K | ﹤0.01% | 944 |
|
|
2024
Q4 | – | Sell |
-1,239
| Closed | -$194K | – | 1887 |
|
|
2024
Q3 | $194K | Sell |
1,239
-1,466
| -54% | -$230K | 0.01% | 730 |
|
|
2024
Q2 | $399K | Sell |
2,705
-515
| -16% | -$76K | 0.02% | 496 |
|
|
2024
Q1 | $467K | Buy |
+3,220
| New | +$467K | 0.02% | 453 |
|