J.W. Cole Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $332K | Hold |
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|
2025
Q2 | $310K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $354K | Buy |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $253K | Buy |
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