Retirement Income Solutions’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
Q3
$724K Hold
2025
Q2
$675K Hold
2025
Q1
$610K Hold
2024
Q4
$620K Hold
2024
Q3
$625K Hold
2024
Q2
$588K Hold
2024
Q1
$577K Hold
2023
Q4
$530K Hold
2023
Q3
$479K Hold
2023
Q2
$496K Hold
2023
Q1
$469K Buy