Robertson Stephens Wealth Management’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	$554K	Buy	3,272 +25	+0.8%	+$4.24K	0.02%	348
2025 Q1	$497K	Hold	3,247	–	–	0.02%	359
2024 Q4	$505K	Sell	3,247 -169	-5%	-$26.3K	0.02%	355
2024 Q3	$536K	Hold	3,416	–	–	0.02%	397
2024 Q2	$504K	Buy	+3,416	New	+$504K	0.03%	331