Jones Financial Companies’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
$524K Buy
2025
Q1
$277K Buy
2024
Q4
$185K Buy
2024
Q3
$147K Buy
2024
Q2
$49.3K Buy
2024
Q1
$12.6K Buy