Rehmann Capital Advisory Group’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
Q2 | $402K | Hold |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $438K | Sell |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $429K | Sell |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $1.15M | Buy |
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