TD Private Client 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
7,818
-110
| -1% | -$18.6K | 0.03% | 307 |
|
|
2025
Q1 | $1.21M | Sell |
7,928
-14,477
| -65% | -$2.22M | 0.03% | 305 |
|
|
2024
Q4 | $3.48M | Buy |
22,405
+14,405
| +180% | +$2.24M | 0.1% | 150 |
|
|
2024
Q3 | $1.26M | Buy |
8,000
+4,449
| +125% | +$698K | 0.04% | 332 |
|
|
2024
Q2 | $524K | Sell |
3,551
-635
| -15% | -$93.7K | 0.02% | 429 |
|
|
2024
Q1 | $607K | Sell |
4,186
-18,935
| -82% | -$2.74M | 0.02% | 421 |
|
|
2023
Q4 | $3.08M | Buy |
23,121
+20,374
| +742% | +$2.71M | 0.11% | 151 |
|
|
2023
Q3 | $330K | Buy |
2,747
+2,535
| +1,196% | +$305K | 0.01% | 468 |
|
|
2023
Q2 | $26.4K | Sell |
212
-282
| -57% | -$35.1K | ﹤0.01% | 904 |
|
|
2023
Q1 | $58.1K | Sell |
494
-28,656
| -98% | -$3.37M | ﹤0.01% | 741 |
|
|
2022
Q4 | $3.18M | Buy |
29,150
+28,769
| +7,551% | +$3.14M | 0.15% | 143 |
|
|
2022
Q3 | $38.1K | Sell |
381
-99
| -21% | -$9.9K | ﹤0.01% | 778 |
|
|
2022
Q2 | $51.3K | Buy |
480
+146
| +44% | +$15.6K | ﹤0.01% | 731 |
|
|
2022
Q1 | $42.8K | Sell |
334
-3,789
| -92% | -$486K | ﹤0.01% | 808 |
|
|
2021
Q4 | $558K | Buy |
+4,123
| New | +$558K | 0.02% | 411 |
|
|
2021
Q1 | – | Sell |
-4,724
| Closed | -$531K | – | 1211 |
|
|
2020
Q4 | $531K | Buy |
+4,724
| New | +$531K | 0.03% | 375 |
|
|
2020
Q1 | – | Sell |
-891
| Closed | -$88K | – | 1130 |
|
|
2019
Q4 | $88K | Buy |
+891
| New | +$88K | 0.01% | 535 |
|