HIW
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Holos Integrated Wealth’s iShares MSCI World ETF URTH Stock Holding History

Holos Integrated Wealth’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
1,285
-154
-11% -$26.7K 0.13% 57
2025
Q1 		$220K Sell
1,439
-40
-3% -$6.13K 0.14% 61
2024
Q4 		$230K Buy
+1,479
New +$230K 0.16% 51