OPWM
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Oak Point Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Oak Point Wealth Management’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$2.38M Buy
27,951
+14,871
+114% +$1.26M 2.42% 9
2017
Q4 		$1.15M Buy
+13,080
New +$1.15M 1.13% 32