Lido Advisors
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Lido Advisors’s iShares MSCI World ETF URTH Stock Holding History

Lido Advisors’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.23M Buy
2025
Q1 		$973K Hold
2024
Q4 		$988K Sell
2024
Q3 		$1.16M Hold
2024
Q2 		$1.09M Sell
2024
Q1 		$1.07M Sell
2023
Q4 		$2.2M Buy
2023
Q3 		$992K Sell
2023
Q2 		$2.06M Buy
2023
Q1 		$971K Buy