Lorne Steinberg 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 | $997K | Sell |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $868K | Buy |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $444K | Buy |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $603K | Sell |
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|
2021
Q3 | $575K | Buy |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $277K | Buy |
|