Rothschild & Co Wealth Management (UK)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.47M | Hold |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $6.81M | Sell |
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|
2023
Q2 | $8.08M | Hold |
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|
2023
Q1 | $7.64M | Buy |
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|
2022
Q4 | $3.03M | Hold |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $3.8M | Buy |
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|
2022
Q1 | $4.11M | Buy |
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|
2021
Q4 | $4.07M | Buy |
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|
2021
Q3 | $3.46M | Sell |
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|
2021
Q2 | $6.15M | Hold |
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|
2021
Q1 | $5.76M | Buy |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q3 | $2.23M | Hold |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $1.75M | Sell |
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|
2019
Q4 | $3.09M | Sell |
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|
2019
Q3 | $3.08M | Buy |
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|
2019
Q2 | $2.17M | Sell |
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|
2019
Q1 | $4.76M | Buy |
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|
2018
Q4 | $3.6M | Buy |
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|
2018
Q3 | $996K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $217K | Sell |
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|
2017
Q3 | $514K | Buy |
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|
2017
Q2 | $262K | Sell |
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|
2017
Q1 | $274K | Buy |
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|
2016
Q4 | $206K | Hold |
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|
2016
Q3 | $204K | Hold |
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|
2016
Q2 | $195K | Sell |
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|
2016
Q1 | $267K | Hold |
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|
2015
Q4 | $268K | Hold |
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|
2015
Q3 | $257K | Sell |
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|
2015
Q2 | $432K | Buy |
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