ICA Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.03M | Buy |
20,552
+1,643
| +9% | +$242K | 1.82% | 14 |
|
|
2024
Q1 | $2.74M | Buy |
18,909
+1,866
| +11% | +$270K | 0.55% | 38 |
|
|
2023
Q4 | $2.27M | Buy |
17,043
+2,889
| +20% | +$384K | 0.51% | 42 |
|
|
2023
Q3 | $1.69M | Buy |
14,154
+2,133
| +18% | +$255K | 0.48% | 49 |
|
|
2023
Q2 | $1.5M | Buy |
12,021
+2,322
| +24% | +$289K | 0.38% | 57 |
|
|
2023
Q1 | $1.14M | Buy |
9,699
+820
| +9% | +$96.5K | 0.27% | 88 |
|
|
2022
Q4 | $1.04M | Buy |
8,879
+3,516
| +66% | +$411K | 0.24% | 99 |
|
|
2022
Q3 | $536K | Buy |
+5,363
| New | +$536K | 0.11% | 181 |
|