Waterford Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $670K | Sell |
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|
2025
Q2 | $625K | Buy |
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|
2025
Q1 | $565K | Hold |
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|
2024
Q4 | $573K | Hold |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $685K | Hold |
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|
2024
Q1 | $673K | Hold |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $624K | Hold |
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|
2023
Q2 | $647K | Hold |
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|
2023
Q1 | $611K | Buy |
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