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 Q4	$1.48M	Sell	7,947 -1,401	-15%	-$258K	0.11%	70
2025 Q3	$1.7M	Hold	9,348	–	–	0.13%	63
2025 Q2	$1.58M	Buy	9,348 +780	+9%	+$123K	0.12%	62
2025 Q1	$1.31M	Sell	8,568 -6	-0.1%	-$950	0.11%	66
2024 Q4	$1.33M	Hold	8,574	–	–	0.12%	60
2024 Q3	$1.35M	Hold	8,574	–	–	0.11%	63
2024 Q2	$1.26M	Hold	8,574	–	–	0.11%	66
2024 Q1	$1.24M	Hold	8,574	–	–	0.11%	65
2023 Q4	$1.14M	Sell	8,574 -1,055	-11%	-$132K	0.11%	65
2023 Q3	$1.16M	Hold	9,629	–	–	0.12%	64
2023 Q2	$1.2M	Buy	+9,629	New	+$1.16M	0.15%	41
2023 Q1	–	Sell	-9,869	Closed	-$1.08M	–	93
2022 Q4	$1.08M	Sell	9,869 -510	-5%	-$55.4K	0.15%	43
2022 Q3	$1.04M	Sell	10,379 -868	-8%	-$96.3K	0.17%	41
2022 Q2	$1.2M	Hold	11,247	–	–	0.18%	44
2022 Q1	$1.44M	Sell	11,247 -14,445	-56%	-$1.84M	0.21%	40
2021 Q4	$3.48M	Buy	25,692 +8,362	+48%	+$1.11M	0.59%	27
2021 Q3	$2.19M	Buy	17,330 +15,591	+897%	+$2.02M	0.41%	32
2021 Q2	$1.74K	Sell	1,739 -11,770	-87%	-$1.46M	0.32%	34
2021 Q1	$1.6M	Buy	13,509 +153	+1%	+$17.8K	0.31%	33
2020 Q4	$1.5M	Buy	13,356 +210	+2%	+$22.3K	0.28%	36
2020 Q3	$1.31M	Buy	13,146 +1,575	+14%	+$155K	0.27%	36
2020 Q2	$1.07M	Buy	11,571 +792	+7%	+$69.2K	0.24%	37
2020 Q1	$840K	Buy	10,779 +8,164	+312%	+$754K	0.21%	36
2019 Q4	$258K	Buy	2,615 +137	+6%	+$13K	0.06%	45
2019 Q3	$227K	Hold	2,478	–	–	0.06%	44
2019 Q2	$226K	Sell	2,478 -1,372	-36%	-$124K	0.06%	45
2019 Q1	$342K	Hold	3,850	–	–	0.09%	41
2018 Q4	$304K	Buy	+3,850	New	+$326K	0.09%	42