Joel Isaacson & Co’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
Q3 | $743K | Sell |
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|
2025
Q2 | $812K | Hold |
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|
2025
Q1 | $734K | Hold |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $752K | Hold |
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|
2024
Q2 | $707K | Hold |
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|
2024
Q1 | $695K | Hold |
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|
2023
Q4 | $638K | Hold |
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|
2023
Q3 | $576K | Hold |
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|
2023
Q2 | $597K | Hold |
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|
2023
Q1 | $564K | Hold |
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|
2022
Q4 | $524K | Hold |
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|
2022
Q3 | $479K | Hold |
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|
2022
Q2 | $512K | Hold |
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|
2022
Q1 | $595K | Hold |
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|
2021
Q4 | $649K | Hold |
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|
2021
Q3 | $606K | Hold |
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|
2021
Q2 | $607K | Hold |
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|
2021
Q1 | $568K | Hold |
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|
2020
Q4 | $539K | Hold |
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|
2020
Q3 | $477K | Hold |
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|
2020
Q2 | $442K | Hold |
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|
2020
Q1 | $374K | Hold |
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|
2019
Q4 | $473K | Hold |
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|
2019
Q3 | $440K | Buy |
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