Litman Gregory Wealth Management’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 | $1.7M | Hold |
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|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.33M | Hold |
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|
2024
Q3 | $1.35M | Hold |
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|
2024
Q2 | $1.26M | Hold |
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|
2024
Q1 | $1.24M | Hold |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.16M | Hold |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.2M | Hold |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $3.48M | Buy |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $1.74K | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $840K | Buy |
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|
2019
Q4 | $258K | Buy |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $342K | Hold |
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|
2018
Q4 | $304K | Buy |
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