Investments & Financial Planning LLC’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 | $9.23M | Buy |
54,495
+3,280
| +6% | +$556K | 5.32% | 6 |
|
|
2025
Q1 | $7.85M | Buy |
51,215
+1,606
| +3% | +$246K | 5.1% | 6 |
|
|
2024
Q4 | $7.71M | Buy |
49,609
+2,046
| +4% | +$318K | 4.75% | 6 |
|
|
2024
Q3 | $7.46M | Buy |
47,563
+566
| +1% | +$88.8K | 4.73% | 6 |
|
|
2024
Q2 | $6.93M | Buy |
46,997
+1,143
| +2% | +$169K | 4.65% | 7 |
|
|
2024
Q1 | $6.64M | Buy |
45,854
+1,285
| +3% | +$186K | 4.55% | 7 |
|
|
2023
Q4 | $5.93M | Buy |
44,569
+19,781
| +80% | +$2.63M | 4.44% | 8 |
|
|
2023
Q3 | $2.98M | Buy |
24,788
+3,224
| +15% | +$387K | 2.66% | 11 |
|
|
2023
Q2 | $2.69M | Buy |
21,564
+3,278
| +18% | +$408K | 2.33% | 10 |
|
|
2023
Q1 | $2.15M | Buy |
18,286
+4,558
| +33% | +$536K | 1.97% | 11 |
|
|
2022
Q4 | $1.5M | Buy |
+13,728
| New | +$1.5M | 1.47% | 13 |
|
|
2022
Q2 | $578K | Buy |
+5,405
| New | +$578K | 0.6% | 21 |
|