WBH Advisory’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 | $3.2M | Buy |
18,917
+2,568
| +16% | +$435K | 0.27% | 73 |
|
|
2025
Q1 | $2.5M | Buy |
16,349
+4,843
| +42% | +$742K | 0.23% | 75 |
|
|
2024
Q4 | $1.79M | Sell |
11,506
-355
| -3% | -$55.2K | 0.17% | 103 |
|
|
2024
Q3 | $1.86M | Buy |
11,861
+2
| +0% | +$314 | 0.18% | 103 |
|
|
2024
Q2 | $1.75M | Buy |
11,859
+437
| +4% | +$64.5K | 0.18% | 99 |
|
|
2024
Q1 | $1.66M | Sell |
11,422
-41
| -0.4% | -$5.94K | 0.17% | 103 |
|
|
2023
Q4 | $1.52M | Sell |
11,463
-1,126
| -9% | -$150K | 0.17% | 108 |
|
|
2023
Q3 | $1.51M | Buy |
12,589
+647
| +5% | +$77.8K | 0.19% | 108 |
|
|
2023
Q2 | $1.49M | Sell |
11,942
-812
| -6% | -$101K | 0.18% | 110 |
|
|
2023
Q1 | $1.5M | Buy |
+12,754
| New | +$1.5M | 0.19% | 111 |
|