RIS
Retirement Income Solutions’s iShares MSCI World ETF URTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Hold |
3,985
| – | – | 0.12% | 69 |
|
|
2025
Q1 | $610K | Hold |
3,985
| – | – | 0.13% | 66 |
|
|
2024
Q4 | $620K | Hold |
3,985
| – | – | 0.13% | 63 |
|
|
2024
Q3 | $625K | Hold |
3,985
| – | – | 0.14% | 66 |
|
|
2024
Q2 | $588K | Hold |
3,985
| – | – | 0.14% | 68 |
|
|
2024
Q1 | $577K | Hold |
3,985
| – | – | 0.13% | 72 |
|
|
2023
Q4 | $530K | Hold |
3,985
| – | – | 0.13% | 70 |
|
|
2023
Q3 | $479K | Hold |
3,985
| – | – | 0.13% | 72 |
|
|
2023
Q2 | $496K | Hold |
3,985
| – | – | 0.13% | 80 |
|
|
2023
Q1 | $469K | Buy |
+3,985
| New | +$469K | 0.14% | 79 |
|