Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88K | Hold |
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|
2025
Q1 | $2.6K | Hold |
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|
2024
Q4 | $2.64K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.7M | Sell |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | $2.56M | Sell |
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|
2021
Q2 | $2.57M | Buy |
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|
2021
Q1 | $2.36M | Buy |
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|
2020
Q4 | $2.09M | Buy |
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