Simplicity Solutions’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
2023
Q4
$7.8M Buy
2023
Q3
$7M Sell
2023
Q2
$7.31M Sell
2023
Q1
$7.02M Buy