Financial Engines Advisors’s iShares MSCI World ETF URTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2025
Q1
$301K Hold
2024
Q4
$306K Sell
2024
Q3
$310K Sell
2024
Q2
$294K Sell
2024
Q1
$290K Sell
2023
Q4
$288K Buy
2023
Q3
$243K Sell
2023
Q2
$375K Buy
2023
Q1
$241K Sell
2022
Q4
$1.21M Buy
2022
Q3
$256K Sell
2022
Q2
$463K Buy