Global Retirement 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 | $169 | Buy |
+1
| New | +$169 | ﹤0.01% | 3675 |
|
|
2024
Q4 | $156 | Hold |
1
| – | – | ﹤0.01% | 3520 |
|
|
2024
Q3 | $157 | Buy |
+1
| New | +$157 | ﹤0.01% | 3384 |
|
|
2023
Q2 | – | Sell |
-71
| Closed | -$8.37K | – | 3249 |
|
|
2023
Q1 | $8.37K | Buy |
71
+58
| +446% | +$6.84K | ﹤0.01% | 1983 |
|
|
2022
Q4 | $1.42K | Buy |
+13
| New | +$1.42K | ﹤0.01% | 2480 |
|