Joel Isaacson & Co’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 | $812K | Hold |
4,793
| – | – | 0.03% | 189 |
|
|
2025
Q1 | $734K | Hold |
4,793
| – | – | 0.03% | 190 |
|
|
2024
Q4 | $745K | Hold |
4,793
| – | – | 0.03% | 182 |
|
|
2024
Q3 | $752K | Hold |
4,793
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $707K | Hold |
4,793
| – | – | 0.04% | 165 |
|
|
2024
Q1 | $695K | Hold |
4,793
| – | – | 0.04% | 167 |
|
|
2023
Q4 | $638K | Hold |
4,793
| – | – | 0.04% | 163 |
|
|
2023
Q3 | $576K | Hold |
4,793
| – | – | 0.04% | 170 |
|
|
2023
Q2 | $597K | Hold |
4,793
| – | – | 0.04% | 169 |
|
|
2023
Q1 | $564K | Hold |
4,793
| – | – | 0.04% | 172 |
|
|
2022
Q4 | $524K | Hold |
4,793
| – | – | 0.04% | 173 |
|
|
2022
Q3 | $479K | Hold |
4,793
| – | – | 0.04% | 170 |
|
|
2022
Q2 | $512K | Hold |
4,793
| – | – | 0.04% | 163 |
|
|
2022
Q1 | $595K | Hold |
4,793
| – | – | 0.04% | 162 |
|
|
2021
Q4 | $649K | Hold |
4,793
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $606K | Hold |
4,793
| – | – | 0.05% | 162 |
|
|
2021
Q2 | $607K | Hold |
4,793
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $568K | Hold |
4,793
| – | – | 0.05% | 147 |
|
|
2020
Q4 | $539K | Hold |
4,793
| – | – | 0.05% | 140 |
|
|
2020
Q3 | $477K | Hold |
4,793
| – | – | 0.06% | 130 |
|
|
2020
Q2 | $442K | Hold |
4,793
| – | – | 0.06% | 125 |
|
|
2020
Q1 | $374K | Hold |
4,793
| – | – | 0.07% | 123 |
|
|
2019
Q4 | $473K | Hold |
4,793
| – | – | 0.06% | 132 |
|
|
2019
Q3 | $440K | Buy |
+4,793
| New | +$440K | 0.06% | 134 |
|