Sheridan Capital 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 | $2.82M | Hold |
16,621
| – | – | 1.94% | 12 |
|
|
2025
Q1 | $2.55M | Buy |
16,621
+75
| +0.5% | +$11.5K | 1.86% | 13 |
|
|
2024
Q4 | $2.57M | Hold |
16,546
| – | – | 1.81% | 13 |
|
|
2024
Q3 | $2.6M | Hold |
16,546
| – | – | 1.83% | 13 |
|
|
2024
Q2 | $2.45M | Hold |
16,546
| – | – | 1.82% | 13 |
|
|
2024
Q1 | $2.4M | Sell |
16,546
-183
| -1% | -$26.5K | 1.81% | 13 |
|
|
2023
Q4 | $2.23M | Buy |
+16,729
| New | +$2.23M | 1.8% | 13 |
|