LVW Advisors’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
Q1
Sell
2024
Q4
$691K Buy
2023
Q1
Sell
2022
Q4
$695K Buy
2022
Q3
$340K Sell
2022
Q2
$380K Buy
2022
Q1
Sell
2021
Q4
$670K Buy