Impact Partnership Wealth’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
$285K Sell
1,685
-330
-16% -$55.9K 0.05% 223
2025
Q1
$309K Buy
2,015
+135
+7% +$20.7K 0.07% 170
2024
Q4
$292K Buy
+1,880
New +$292K 0.06% 204