Gerber Kawasaki Wealth & Investment 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 | $13.5M | Buy |
79,757
+2,578
| +3% | +$437K | 0.52% | 43 |
|
|
2025
Q1 | $11.8M | Sell |
77,179
-957
| -1% | -$147K | 0.53% | 44 |
|
|
2024
Q4 | $12.2M | Buy |
78,136
+805
| +1% | +$125K | 0.53% | 46 |
|
|
2024
Q3 | $12.1M | Sell |
77,331
-888
| -1% | -$139K | 0.56% | 44 |
|
|
2024
Q2 | $11.5M | Buy |
78,219
+405
| +0.5% | +$59.7K | 0.58% | 46 |
|
|
2024
Q1 | $11.3M | Sell |
77,814
-1,647
| -2% | -$239K | 0.61% | 46 |
|
|
2023
Q4 | $10.6M | Buy |
79,461
+9,509
| +14% | +$1.26M | 0.63% | 40 |
|
|
2023
Q3 | $8.41M | Sell |
69,952
-1,901
| -3% | -$228K | 0.57% | 42 |
|
|
2023
Q2 | $8.95M | Sell |
71,853
-2,407
| -3% | -$300K | 0.6% | 42 |
|
|
2023
Q1 | $8.74M | Buy |
74,260
+1,319
| +2% | +$155K | 0.69% | 39 |
|
|
2022
Q4 | $7.97M | Buy |
+72,941
| New | +$7.97M | 0.71% | 40 |
|