Personal CFO Solutions’s iShares MSCI World ETF URTH Stock Holding History

Personal CFO Solutions’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$508K	Buy
2023 Q4	–	Sell
2023 Q3	$252K	Buy
2023 Q1	–	Sell
2022 Q4	$448K	Buy
2022 Q2	–	Sell
2022 Q1	$253K	Buy
2021 Q4	$206K	Buy