Kestra Advisory Services’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
Sell
-1,819
Closed -$279K 2981
2025
Q1
$279K Buy
+1,819
New +$279K ﹤0.01% 2216
2023
Q1
Sell
-14,512
Closed -$1.59M 2311
2022
Q4
$1.59M Buy
14,512
+9,667
+200% +$1.06M 0.01% 848
2022
Q3
$484K Buy
+4,845
New +$484K 0.01% 1338