SWP
URTH icon

Sagespring Wealth Partners’s iShares MSCI World ETF URTH Stock Holding History

Sagespring Wealth Partners’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$570K Sell
3,363
-891
-21% -$151K 0.01% 402
2025
Q1 		$652K Buy
4,254
+278
+7% +$42.6K 0.02% 330
2024
Q4 		$618K Buy
+3,976
New +$618K 0.02% 305