Investments & Financial Planning LLC’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.23M | Buy |
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|
2025
Q1 | $7.85M | Buy |
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|
2024
Q4 | $7.71M | Buy |
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|
2024
Q3 | $7.46M | Buy |
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|
2024
Q2 | $6.93M | Buy |
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|
2024
Q1 | $6.64M | Buy |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | $2.98M | Buy |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q2 | $578K | Buy |
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