WealthGarden F.S.’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
$296K Buy
1,730
+162
+10% +$27.7K 0.25% 106
2025
Q1
$240K Sell
1,568
-100
-6% -$15.3K 0.23% 112
2024
Q4
$259K Buy
1,668
+29
+2% +$4.51K 0.24% 104
2024
Q3
$257K Buy
1,639
+1
+0.1% +$157 0.25% 106
2024
Q2
$242K Buy
+1,638
New +$242K 0.25% 102