Whittier Trust’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 | $301K | Hold |
1,775
| – | – | ﹤0.01% | 582 |
|
|
2025
Q1 | $272K | Hold |
1,775
| – | – | ﹤0.01% | 596 |
|
|
2024
Q4 | $276K | Hold |
1,775
| – | – | ﹤0.01% | 598 |
|
|
2024
Q3 | $279K | Hold |
1,775
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $262K | Hold |
1,775
| – | – | ﹤0.01% | 599 |
|
|
2024
Q1 | $257K | Hold |
1,775
| – | – | ﹤0.01% | 601 |
|
|
2023
Q4 | $236K | Hold |
1,775
| – | – | ﹤0.01% | 612 |
|
|
2023
Q3 | $213K | Hold |
1,775
| – | – | ﹤0.01% | 614 |
|
|
2023
Q2 | $221K | Hold |
1,775
| – | – | ﹤0.01% | 613 |
|
|
2023
Q1 | $209K | Hold |
1,775
| – | – | ﹤0.01% | 647 |
|
|
2022
Q4 | $194K | Buy |
+1,775
| New | +$194K | ﹤0.01% | 652 |
|