Empire Life Investments’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 | $13M | Buy |
76,900
+6,700
| +10% | +$1.13M | 0.83% | 45 |
|
|
2025
Q1 | $10.8M | Sell |
70,200
-78,100
| -53% | -$12M | 0.7% | 50 |
|
|
2024
Q4 | $23.1M | Buy |
148,300
+41,600
| +39% | +$6.47M | 1.45% | 25 |
|
|
2024
Q3 | $16.7M | Sell |
106,700
-15,300
| -13% | -$2.4M | 1.02% | 41 |
|
|
2024
Q2 | $18M | Buy |
122,000
+31,700
| +35% | +$4.68M | 1.14% | 35 |
|
|
2024
Q1 | $13.1M | Sell |
90,300
-16,300
| -15% | -$2.36M | 0.8% | 48 |
|
|
2023
Q4 | $14.2M | Buy |
106,600
+42,100
| +65% | +$5.6M | 0.92% | 43 |
|
|
2023
Q3 | $7.75M | Buy |
+64,500
| New | +$7.75M | 0.57% | 49 |
|