LAS
LWM Advisory Services’s iShares MSCI World ETF URTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Hold |
3,242
| – | – | 0.38% | 47 |
|
|
2025
Q1 | $497K | Hold |
3,242
| – | – | 0.34% | 54 |
|
|
2024
Q4 | $504K | Hold |
3,242
| – | – | 0.35% | 51 |
|
|
2024
Q3 | $509K | Hold |
3,242
| – | – | 0.38% | 49 |
|
|
2024
Q2 | $478K | Hold |
3,242
| – | – | 0.4% | 42 |
|
|
2024
Q1 | $470K | Sell |
3,242
-2,340
| -42% | -$339K | 0.38% | 49 |
|
|
2023
Q4 | $743K | Buy |
+5,582
| New | +$743K | 0.65% | 31 |
|