Retirement Planning Group (Kansas)’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 | $1.23M | Sell |
7,236
-32
| -0.4% | -$5.42K | 0.05% | 126 |
|
|
2025
Q1 | $1.11M | Sell |
7,268
-116
| -2% | -$17.8K | 0.05% | 120 |
|
|
2024
Q4 | $1.15M | Sell |
7,384
-108
| -1% | -$16.8K | 0.06% | 116 |
|
|
2024
Q3 | $1.18M | Sell |
7,492
-138
| -2% | -$21.7K | 0.06% | 113 |
|
|
2024
Q2 | $1.13M | Sell |
7,630
-1,213
| -14% | -$179K | 0.07% | 96 |
|
|
2024
Q1 | $1.28M | Sell |
8,843
-495
| -5% | -$71.7K | 0.1% | 82 |
|
|
2023
Q4 | $1.24M | Sell |
9,338
-553
| -6% | -$73.6K | 0.11% | 64 |
|
|
2023
Q3 | $1.19M | Sell |
9,891
-80
| -0.8% | -$9.61K | 0.13% | 54 |
|
|
2023
Q2 | $1.24M | Sell |
9,971
-2,596
| -21% | -$323K | 0.12% | 54 |
|
|
2023
Q1 | $1.48M | Sell |
12,567
-14
| -0.1% | -$1.65K | 0.16% | 48 |
|
|
2022
Q4 | $1.37M | Sell |
12,581
-434
| -3% | -$47.4K | 0.16% | 51 |
|
|
2022
Q3 | $1.3M | Sell |
13,015
-1,218
| -9% | -$122K | 0.16% | 45 |
|
|
2022
Q2 | $1.52M | Sell |
14,233
-5,240
| -27% | -$560K | 0.19% | 33 |
|
|
2022
Q1 | $2.5M | Sell |
19,473
-547
| -3% | -$70.1K | 0.27% | 28 |
|
|
2021
Q4 | $2.71M | Sell |
20,020
-250
| -1% | -$33.8K | 0.26% | 24 |
|
|
2021
Q3 | $2.56M | Sell |
20,270
-1,898
| -9% | -$240K | 0.29% | 23 |
|
|
2021
Q2 | $2.81M | Buy |
+22,168
| New | +$2.81M | 0.32% | 24 |
|