Financial Engines Advisors’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 | $212K | Sell |
1,250
-716
| -36% | -$121K | ﹤0.01% | 499 |
|
|
2025
Q1 | $301K | Hold |
1,966
| – | – | ﹤0.01% | 374 |
|
|
2024
Q4 | $306K | Sell |
1,966
-7
| -0.4% | -$1.09K | ﹤0.01% | 382 |
|
|
2024
Q3 | $310K | Sell |
1,973
-23
| -1% | -$3.61K | ﹤0.01% | 329 |
|
|
2024
Q2 | $294K | Sell |
1,996
-2
| -0.1% | -$295 | ﹤0.01% | 308 |
|
|
2024
Q1 | $290K | Sell |
1,998
-167
| -8% | -$24.2K | ﹤0.01% | 299 |
|
|
2023
Q4 | $288K | Buy |
2,165
+142
| +7% | +$18.9K | ﹤0.01% | 272 |
|
|
2023
Q3 | $243K | Sell |
2,023
-992
| -33% | -$119K | ﹤0.01% | 262 |
|
|
2023
Q2 | $375K | Buy |
3,015
+963
| +47% | +$120K | ﹤0.01% | 230 |
|
|
2023
Q1 | $241K | Sell |
2,052
-9,050
| -82% | -$1.06M | ﹤0.01% | 260 |
|
|
2022
Q4 | $1.21M | Buy |
11,102
+8,540
| +333% | +$933K | ﹤0.01% | 155 |
|
|
2022
Q3 | $256K | Sell |
2,562
-1,773
| -41% | -$177K | ﹤0.01% | 255 |
|
|
2022
Q2 | $463K | Buy |
+4,335
| New | +$463K | ﹤0.01% | 206 |
|