Smartleaf Asset 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 | $222K | Sell |
1,315
-552
| -30% | -$93.1K | 0.02% | 554 |
|
|
2025
Q1 | $285K | Sell |
1,867
-186
| -9% | -$28.4K | 0.03% | 478 |
|
|
2024
Q4 | $321K | Sell |
2,053
-218
| -10% | -$34K | 0.03% | 423 |
|
|
2024
Q3 | $356K | Sell |
2,271
-50
| -2% | -$7.83K | 0.04% | 349 |
|
|
2024
Q2 | $343K | Sell |
2,321
-194
| -8% | -$28.7K | 0.06% | 295 |
|
|
2024
Q1 | $364K | Sell |
2,515
-179
| -7% | -$25.9K | 0.07% | 257 |
|
|
2023
Q4 | $359K | Buy |
+2,694
| New | +$359K | 0.1% | 209 |
|