Valeo Financial Advisors’s iShares MSCI World ETF URTH Stock Holding History

Valeo Financial Advisors’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$689K	Hold
2025 Q1	$623K	Hold
2024 Q4	$633K	Hold
2024 Q3	$638K	Hold
2024 Q2	$600K	Hold
2024 Q1	$569K	Hold
2023 Q4	$541K	Hold
2023 Q3	$489K	Buy