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Sequoia Financial Advisors’s iShares MSCI World ETF URTH Stock Holding History

Sequoia Financial Advisors’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 		$3.77M Buy
22,262
+5,053
+29% +$856K 0.03% 331
2025
Q1 		$2.64M Buy
+17,209
New +$2.64M 0.02% 383