Jones Financial Companies’s iShares MSCI Global Energy Producers ETF FILL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Buy
6,779
+745
+12% +$17.7K ﹤0.01% 1751
2025
Q1
$149K Buy
6,034
+2,347
+64% +$58K ﹤0.01% 1611
2024
Q4
$84.2K Buy
3,687
+1,352
+58% +$30.9K ﹤0.01% 1684
2024
Q3
$57.8K Buy
+2,335
New +$57.8K ﹤0.01% 1591