Independent Advisor Alliance’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
Q1
Sell
-2,802
Closed -$436K 1327
2024
Q4
$436K Buy
+2,802
New +$436K 0.01% 999
2020
Q1
Sell
-2,643
Closed -$261K 804
2019
Q4
$261K Buy
+2,643
New +$261K 0.01% 729