NWAM LLC’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
Q3
$255K Sell
2025
Q2
$553K Buy
2025
Q1
$460K Sell
2024
Q4
$472K Buy
2024
Q3
$440K Buy
2024
Q2
Sell
2024
Q1
$406K Buy
2023
Q4
$339K Buy
2023
Q3
$263K Buy
2023
Q2
$250K Buy
2023
Q1
$220K Buy