Hefty Wealth Partners’s iShares MSCI World ETF URTH Stock Holding History

Hefty Wealth Partners’s Portfolio URTH Stock Details URTH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$6.52M	Buy
2017 Q4	$4M	Buy
2017 Q3	$907K	Buy
2017 Q2	$459K	Sell
2017 Q1	$962K	Buy
2016 Q2	–	Sell
2016 Q1	$328K	Buy