IFP Advisors’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 | $1.86K | Hold |
11
| – | – | ﹤0.01% | 3927 |
|
|
2025
Q1 | $1.69K | Hold |
11
| – | – | ﹤0.01% | 3193 |
|
|
2024
Q4 | $1.71K | Buy |
+11
| New | +$1.71K | ﹤0.01% | 3156 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4565 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4360 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4236 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4044 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3891 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3714 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3634 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3601 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3633 |
|
|
2019
Q1 | – | Sell |
-231
| Closed | -$18K | – | 3371 |
|
|
2018
Q4 | $18K | Hold |
231
| – | – | ﹤0.01% | 2171 |
|
|
2018
Q3 | $21K | Sell |
231
-83
| -26% | -$7.55K | ﹤0.01% | 2410 |
|
|
2018
Q2 | $27K | Hold |
314
| – | – | ﹤0.01% | 2271 |
|
|
2018
Q1 | $28K | Hold |
314
| – | – | ﹤0.01% | 2187 |
|
|
2017
Q4 | $28K | Hold |
314
| – | – | ﹤0.01% | 2184 |
|
|
2017
Q3 | $26K | Hold |
314
| – | – | ﹤0.01% | 2409 |
|
|
2017
Q2 | $25K | Hold |
314
| – | – | ﹤0.01% | 2432 |
|
|
2017
Q1 | $24K | Sell |
314
-354
| -53% | -$27.1K | ﹤0.01% | 2364 |
|
|
2016
Q4 | $49K | Hold |
668
| – | – | ﹤0.01% | 1887 |
|
|
2016
Q3 | $49K | Hold |
668
| – | – | ﹤0.01% | 1821 |
|
|
2016
Q2 | $46K | Buy |
+668
| New | +$46K | ﹤0.01% | 1811 |
|
|
2016
Q1 | – | Sell |
-145
| Closed | -$10K | – | 3411 |
|
|
2015
Q4 | $10K | Buy |
+145
| New | +$10K | ﹤0.01% | 2578 |
|