Ishares Inc msci world idx shares owned by Waterford Advisors
Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Ishares Inc msci world idx
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Quarterly reported holdings in Ishares Inc msci world idx by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $670k | 3.7k | 181.56 |
| 2025-06-30 | $625k | 24k | 25.76 |
| 2025-03-31 | $565k | 3.7k | 153.18 |
| 2024-12-31 | $574k | 3.7k | 155.50 |
| 2024-09-30 | $579k | 3.7k | 156.91 |
| 2024-06-30 | $685k | 4.6k | 147.49 |
| 2024-03-31 | $673k | 4.6k | 144.91 |
| 2023-09-30 | $624k | 5.2k | 120.17 |
| 2023-06-30 | $647k | 5.2k | 124.52 |
| 2023-03-31 | $611k | 5.2k | 117.59 |