One Wealth Advisors’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
2023
Q1
Sell
-3,344
Closed -$365K 576
2022
Q4
$365K Buy
+3,344
New +$365K 0.08% 121
2020
Q1
Sell
-7,726
Closed -$763K 138
2019
Q4
$763K Buy
+7,726
New +$763K 0.56% 16