LWM Advisory Services’s iShares MSCI World ETF URTH Stock Holding History

LWM Advisory Services’s Portfolio URTH Stock Details URTH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$725K	Buy
2025 Q3	$589K	Hold
2025 Q2	$549K	Hold
2025 Q1	$497K	Hold
2024 Q4	$504K	Hold
2024 Q3	$509K	Hold
2024 Q2	$478K	Hold
2024 Q1	$470K	Sell
2023 Q4	$743K	Buy