Mission Wealth 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 | $447K | Hold |
2,641
| – | – | 0.01% | 475 |
|
|
2025
Q1 | $405K | Hold |
2,641
| – | – | 0.01% | 482 |
|
|
2024
Q4 | $411K | Hold |
2,641
| – | – | 0.01% | 457 |
|
|
2024
Q3 | $414K | Hold |
2,641
| – | – | 0.01% | 449 |
|
|
2024
Q2 | $390K | Hold |
2,641
| – | – | 0.01% | 449 |
|
|
2024
Q1 | $383K | Hold |
2,641
| – | – | 0.01% | 469 |
|
|
2023
Q4 | $351K | Hold |
2,641
| – | – | 0.01% | 428 |
|
|
2023
Q3 | $317K | Hold |
2,641
| – | – | 0.01% | 421 |
|
|
2023
Q2 | $329K | Hold |
2,641
| – | – | 0.01% | 421 |
|
|
2023
Q1 | $311K | Hold |
2,641
| – | – | 0.01% | 421 |
|
|
2022
Q4 | $289K | Hold |
2,641
| – | – | 0.01% | 413 |
|
|
2022
Q3 | $264K | Hold |
2,641
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $282K | Hold |
2,641
| – | – | 0.01% | 391 |
|
|
2022
Q1 | $338K | Hold |
2,641
| – | – | 0.02% | 374 |
|
|
2021
Q4 | $357K | Buy |
+2,641
| New | +$357K | 0.02% | 370 |
|