Jefferies 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 | – | Sell |
-34,627
| Closed | -$5.3M | – | 1483 |
|
|
2025
Q1 | $5.3M | Buy |
34,627
+195
| +0.6% | +$29.9K | 0.05% | 209 |
|
|
2024
Q4 | $5.35M | Buy |
34,432
+310
| +0.9% | +$48.2K | 0.03% | 250 |
|
|
2024
Q3 | $5.35M | Sell |
34,122
-3,080
| -8% | -$483K | 0.04% | 197 |
|
|
2024
Q2 | $5.49M | Sell |
37,202
-1,135
| -3% | -$167K | 0.06% | 188 |
|
|
2024
Q1 | $5.56M | Buy |
38,337
+4,842
| +14% | +$702K | 0.05% | 184 |
|
|
2023
Q4 | $4.46M | Buy |
+33,495
| New | +$4.46M | 0.03% | 273 |
|