WealthShield Partners’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 | $102K | Hold |
600
| – | – | 0.01% | 382 |
|
|
2025
Q1 | $91.9K | Hold |
600
| – | – | 0.01% | 374 |
|
|
2024
Q4 | $93.3K | Hold |
600
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $94.1K | Hold |
600
| – | – | 0.01% | 352 |
|
|
2024
Q2 | $88.5K | Hold |
600
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $86.9K | Hold |
600
| – | – | 0.01% | 328 |
|
|
2023
Q4 | $79.8K | Hold |
600
| – | – | 0.01% | 335 |
|
|
2023
Q3 | $72.1K | Hold |
600
| – | – | 0.01% | 358 |
|
|
2023
Q2 | $74.7K | Hold |
600
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $70.6K | Buy |
+600
| New | +$70.6K | 0.01% | 358 |
|
|
2021
Q2 | – | Sell |
-85
| Closed | -$10K | – | 1143 |
|
|
2021
Q1 | $10K | Buy |
+85
| New | +$10K | ﹤0.01% | 809 |
|