JDM Financial Group’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 | $247K | Hold |
1,457
| – | – | 0.12% | 51 |
|
|
2025
Q1 | $223K | Hold |
1,457
| – | – | 0.11% | 51 |
|
|
2024
Q4 | $227K | Sell |
1,457
-558
| -28% | -$86.8K | 0.12% | 46 |
|
|
2024
Q3 | $316K | Sell |
2,015
-1,078
| -35% | -$169K | 0.17% | 40 |
|
|
2024
Q2 | $456K | Buy |
3,093
+32
| +1% | +$4.72K | 0.31% | 28 |
|
|
2024
Q1 | $444K | Buy |
+3,061
| New | +$444K | 0.32% | 28 |
|