LPL Financial’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 | $37.2M | Buy |
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|
2025
Q2 | $31.7M | Buy |
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|
2025
Q1 | $25.2M | Buy |
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|
2024
Q4 | $24.6M | Buy |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $14.9M | Buy |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $9.07M | Buy |
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|
2023
Q3 | $7.83M | Buy |
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|
2023
Q2 | $7.9M | Buy |
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|
2023
Q1 | $7.06M | Buy |
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|
2022
Q4 | $6.03M | Sell |
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|
2022
Q3 | $6.08M | Sell |
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|
2022
Q2 | $6.62M | Buy |
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|
2022
Q1 | $7.7M | Buy |
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|
2021
Q4 | $7.9M | Buy |
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|
2021
Q3 | $7.32M | Buy |
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|
2021
Q2 | $6.3M | Sell |
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|
2021
Q1 | $7.13M | Sell |
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|
2020
Q4 | $7.05M | Buy |
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|
2020
Q3 | $3.97M | Buy |
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|
2020
Q2 | $2.09M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $652K | Sell |
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|
2019
Q3 | $627K | Sell |
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|
2019
Q2 | $644K | Sell |
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|
2019
Q1 | $986K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $239K | Sell |
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|
2018
Q2 | $337K | Buy |
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|
2018
Q1 | $271K | Buy |
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