Stratos Wealth Advisors’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
Q1
Sell
-1,542
Closed -$240K 751
2024
Q4
$240K Sell
1,542
-1
-0.1% -$156 0.01% 632
2024
Q3
$242K Buy
1,543
+186
+14% +$29.2K 0.01% 660
2024
Q2
$200K Buy
+1,357
New +$200K 0.01% 671