Wealthspire Advisors (New York)’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
$655K Hold
3,866
﹤0.01% 474
2025
Q1
$592K Hold
3,866
﹤0.01% 480
2024
Q4
$601K Hold
3,866
0.01% 468
2024
Q3
$607K Buy
+3,866
New +$607K 0.01% 454