Personal CFO Solutions’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 | $508K | Buy |
+3,002
| New | +$508K | 0.09% | 220 |
|
|
2023
Q4 | – | Sell |
-2,098
| Closed | -$252K | – | 548 |
|
|
2023
Q3 | $252K | Buy |
+2,098
| New | +$252K | 0.05% | 370 |
|
|
2023
Q1 | – | Sell |
-4,100
| Closed | -$448K | – | 506 |
|
|
2022
Q4 | $448K | Buy |
+4,100
| New | +$448K | 0.09% | 206 |
|
|
2022
Q2 | – | Sell |
-1,978
| Closed | -$253K | – | 494 |
|
|
2022
Q1 | $253K | Buy |
1,978
+455
| +30% | +$58.2K | 0.05% | 380 |
|
|
2021
Q4 | $206K | Buy |
+1,523
| New | +$206K | 0.04% | 435 |
|