Jones Financial Companies’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 | $524K | Buy |
3,108
+1,296
| +72% | +$218K | ﹤0.01% | 1259 |
|
|
2025
Q1 | $277K | Buy |
1,812
+621
| +52% | +$95K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $185K | Buy |
1,191
+250
| +27% | +$38.9K | ﹤0.01% | 1390 |
|
|
2024
Q3 | $147K | Buy |
941
+607
| +182% | +$95.1K | ﹤0.01% | 1257 |
|
|
2024
Q2 | $49.3K | Buy |
334
+247
| +284% | +$36.5K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $12.6K | Buy |
+87
| New | +$12.6K | ﹤0.01% | 1013 |
|