LGWM

Litman Gregory Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.58M	Buy	9,348 +780	+9%	+$132K	0.12%	62
2025 Q1	$1.31M	Sell	8,568 -6	-0.1%	-$919	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%	-$140K	0.11%	65
2023 Q3	$1.16M	Hold	9,629	–	–	0.12%	64
2023 Q2	$1.2M	Buy	+9,629	New	+$1.2M	0.15%	41
2023 Q1	–	Sell	-9,869	Closed	-$1.08M	–	93
2022 Q4	$1.08M	Sell	9,869 -510	-5%	-$55.7K	0.15%	43
2022 Q3	$1.04M	Sell	10,379 -868	-8%	-$86.7K	0.17%	41
2022 Q2	$1.2M	Hold	11,247	–	–	0.18%	44
2022 Q1	$1.44M	Sell	11,247 -14,445	-56%	-$1.85M	0.21%	40
2021 Q4	$3.48M	Buy	25,692 +8,362	+48%	+$1.13M	0.59%	27
2021 Q3	$2.19M	Buy	17,330 +15,591	+897%	+$1.97M	0.41%	32
2021 Q2	$1.74K	Sell	1,739 -11,770	-87%	-$11.8K	0.32%	34
2021 Q1	$1.6M	Buy	13,509 +153	+1%	+$18.1K	0.31%	33
2020 Q4	$1.5M	Buy	13,356 +210	+2%	+$23.6K	0.28%	36
2020 Q3	$1.31M	Buy	13,146 +1,575	+14%	+$157K	0.27%	36
2020 Q2	$1.07M	Buy	11,571 +792	+7%	+$73K	0.24%	37
2020 Q1	$840K	Buy	10,779 +8,164	+312%	+$636K	0.21%	36
2019 Q4	$258K	Buy	2,615 +137	+6%	+$13.5K	0.06%	45
2019 Q3	$227K	Hold	2,478	–	–	0.06%	44
2019 Q2	$226K	Sell	2,478 -1,372	-36%	-$125K	0.06%	45
2019 Q1	$342K	Hold	3,850	–	–	0.09%	41
2018 Q4	$304K	Buy	+3,850	New	+$304K	0.09%	42