HighTower Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $655K | Buy |
3,636
+373
| +11% | +$69.8K | ﹤0.01% | 2494 |
|
|
2025
Q4 | $606K | Buy |
3,263
+406
| +14% | +$74.7K | ﹤0.01% | 2473 |
|
|
2025
Q3 | $519K | Hold |
2,857
| – | – | ﹤0.01% | 2590 |
|
|
2025
Q2 | $484K | Buy |
2,857
+250
| +10% | +$39.5K | ﹤0.01% | 2553 |
|
|
2025
Q1 | $399K | Sell |
2,607
-4,017
| -61% | -$636K | ﹤0.01% | 2645 |
|
|
2024
Q4 | $1.03M | Buy |
6,624
+2,903
| +78% | +$459K | ﹤0.01% | 1941 |
|
|
2024
Q3 | $583K | Sell |
3,721
-48
| -1% | -$7.23K | ﹤0.01% | 2291 |
|
|
2024
Q2 | $555K | Buy |
3,769
+1,494
| +66% | +$215K | ﹤0.01% | 2243 |
|
|
2024
Q1 | $329K | Sell |
2,275
-3,952
| -63% | -$545K | ﹤0.01% | 2604 |
|
|
2023
Q4 | $827K | Buy |
6,227
+500
| +9% | +$62.3K | ﹤0.01% | 1945 |
|
|
2023
Q3 | $686K | Buy |
5,727
+167
| +3% | +$20.8K | ﹤0.01% | 2008 |
|
|
2023
Q2 | $685K | Hold |
5,560
| – | – | ﹤0.01% | 1993 |
|
|
2023
Q1 | $653K | Sell |
5,560
-6,896
| -55% | -$791K | ﹤0.01% | 1932 |
|
|
2022
Q4 | $1.36M | Buy |
12,456
+6,089
| +96% | +$661K | ﹤0.01% | 1503 |
|
|
2022
Q3 | $633K | Sell |
6,367
-7,317
| -53% | -$812K | ﹤0.01% | 1879 |
|
|
2022
Q2 | $1.46M | Sell |
13,684
-508
| -4% | -$59.2K | ﹤0.01% | 1426 |
|
|
2022
Q1 | $1.82M | Sell |
14,192
-5,756
| -29% | -$731K | ﹤0.01% | 1432 |
|
|
2021
Q4 | $2.7M | Buy |
19,948
+2,468
| +14% | +$328K | 0.01% | 1199 |
|
|
2021
Q3 | $2.21M | Sell |
17,480
-2,331
| -12% | -$302K | 0.01% | 1199 |
|
|
2021
Q2 | $2.51M | Buy |
19,811
+465
| +2% | +$57.9K | 0.01% | 1112 |
|
|
2021
Q1 | $2.29M | Buy |
19,346
+3,657
| +23% | +$424K | 0.01% | 1067 |
|
|
2020
Q4 | $1.77M | Buy |
15,689
+7,146
| +84% | +$758K | 0.01% | 968 |
|
|
2020
Q3 | $848K | Buy |
8,543
+4,549
| +114% | +$449K | ﹤0.01% | 1297 |
|
|
2020
Q2 | $369K | Sell |
3,994
-304
| -7% | -$26.5K | ﹤0.01% | 1614 |
|
|
2020
Q1 | $335K | Buy |
+4,298
| New | +$397K | ﹤0.01% | 1506 |
|
Other funds holding URTH
FDCDDQ
NAMI
BS
SMDAM
NPT