MidAtlantic Capital Management’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
6,444
+15
| +0.2% | +$2.54K | 0.77% | 33 |
|
|
2025
Q1 | $985K | Hold |
6,429
| – | – | 0.77% | 35 |
|
|
2024
Q4 | $1,000K | Buy |
6,429
+6
| +0.1% | +$933 | 0.73% | 35 |
|
|
2024
Q3 | $1.01M | Buy |
6,423
+142
| +2% | +$22.3K | 0.74% | 34 |
|
|
2024
Q2 | $926K | Hold |
6,281
| – | – | 0.78% | 33 |
|
|
2024
Q1 | $910K | Hold |
6,281
| – | – | 0.8% | 32 |
|
|
2023
Q4 | $835K | Buy |
+6,281
| New | +$835K | 0.81% | 30 |
|