Insigneo Advisory Services’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
-2,599
Closed -$404K 682
2024
Q4
$404K Buy
2,599
+324
+14% +$50.4K 0.04% 343
2024
Q3
$357K Buy
+2,275
New +$357K 0.04% 396
2023
Q3
Sell
-3,719
Closed -$464K 398
2023
Q2
$464K Buy
+3,719
New +$464K 0.09% 211