Simplicity Wealth’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
2024
Q3
Sell
-55,551
Closed -$8.19M 1169
2024
Q2
$8.19M Sell
55,551
-2,753
-5% -$406K 0.19% 106
2024
Q1
$8.45M Buy
+58,304
New +$8.45M 0.2% 99