Valeo Financial 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
Q2 | $689K | Hold |
4,068
| – | – | 0.02% | 377 |
|
|
2025
Q1 | $623K | Hold |
4,068
| – | – | 0.02% | 352 |
|
|
2024
Q4 | $633K | Hold |
4,068
| – | – | 0.02% | 354 |
|
|
2024
Q3 | $638K | Hold |
4,068
| – | – | 0.02% | 351 |
|
|
2024
Q2 | $600K | Hold |
4,068
| – | – | 0.02% | 337 |
|
|
2024
Q1 | $569K | Hold |
4,068
| – | – | 0.02% | 337 |
|
|
2023
Q4 | $541K | Hold |
4,068
| – | – | 0.02% | 339 |
|
|
2023
Q3 | $489K | Buy |
+4,068
| New | +$489K | 0.02% | 339 |
|