JP Morgan Chase’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.4M | Sell |
253,773
-7,455
| -3% | -$1.4M | ﹤0.01% | 1469 |
|
|
2025
Q4 | $48.5M | Buy |
261,228
+32,893
| +14% | +$6.05M | ﹤0.01% | 1387 |
|
|
2025
Q3 | $41.5M | Sell |
228,335
-35,654
| -14% | -$6.23M | ﹤0.01% | 1528 |
|
|
2025
Q2 | $44.7M | Buy |
263,989
+36,051
| +16% | +$5.69M | ﹤0.01% | 1393 |
|
|
2025
Q1 | $34.9M | Buy |
227,938
+21,887
| +11% | +$3.47M | ﹤0.01% | 1518 |
|
|
2024
Q4 | $32M | Buy |
206,051
+8,551
| +4% | +$1.35M | ﹤0.01% | 1619 |
|
|
2024
Q3 | $31M | Sell |
197,500
-41,391
| -17% | -$6.23M | ﹤0.01% | 1647 |
|
|
2024
Q2 | $35.2M | Buy |
238,891
+1,656
| +0.7% | +$239K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $34.4M | Buy |
237,235
+25,246
| +12% | +$3.48M | ﹤0.01% | 1509 |
|
|
2023
Q4 | $28.2M | Buy |
211,989
+29,950
| +16% | +$3.73M | ﹤0.01% | 1574 |
|
|
2023
Q3 | $21.9M | Sell |
182,039
-13,672
| -7% | -$1.7M | ﹤0.01% | 1612 |
|
|
2023
Q2 | $24.4M | Sell |
195,711
-6,674
| -3% | -$801K | ﹤0.01% | 1552 |
|
|
2023
Q1 | $23.8M | Buy |
202,385
+13,881
| +7% | +$1.59M | ﹤0.01% | 1539 |
|
|
2022
Q4 | $20.6M | Buy |
188,504
+30,691
| +19% | +$3.33M | ﹤0.01% | 1654 |
|
|
2022
Q3 | $15.8M | Sell |
157,813
-57,867
| -27% | -$6.42M | ﹤0.01% | 1766 |
|
|
2022
Q2 | $23.1M | Buy |
215,680
+37,797
| +21% | +$4.4M | ﹤0.01% | 1510 |
|
|
2022
Q1 | $22.8M | Sell |
177,883
-93,046
| -34% | -$11.8M | ﹤0.01% | 1665 |
|
|
2021
Q4 | $36.7M | Buy |
270,929
+2,014
| +0.7% | +$268K | ﹤0.01% | 1380 |
|
|
2021
Q3 | $34M | Buy |
268,915
+91,599
| +52% | +$11.9M | ﹤0.01% | 1392 |
|
|
2021
Q2 | $22.4M | Sell |
177,316
-8,135
| -4% | -$1.01M | ﹤0.01% | 1740 |
|
|
2021
Q1 | $22M | Sell |
185,451
-30,607
| -14% | -$3.55M | ﹤0.01% | 1684 |
|
|
2020
Q4 | $24.3M | Sell |
216,058
-24,953
| -10% | -$2.65M | ﹤0.01% | 1482 |
|
|
2020
Q3 | $23.9M | Sell |
241,011
-6,911
| -3% | -$682K | ﹤0.01% | 1376 |
|
|
2020
Q2 | $22.8M | Buy |
247,922
+35,455
| +17% | +$3.1M | ﹤0.01% | 1286 |
|
|
2020
Q1 | $16.6M | Sell |
212,467
-95,367
| -31% | -$8.81M | ﹤0.01% | 1376 |
|
|
2019
Q4 | $30.4M | Sell |
307,834
-17,968
| -6% | -$1.71M | 0.01% | 1268 |
|
|
2019
Q3 | $29.9M | Sell |
325,802
-67,961
| -17% | -$6.19M | 0.01% | 1291 |
|
|
2019
Q2 | $35.6M | Sell |
393,763
-316,544
| -45% | -$28.5M | 0.01% | 1175 |
|
|
2019
Q1 | $63.1M | Sell |
710,307
-176,556
| -20% | -$15.1M | 0.01% | 852 |
|
|
2018
Q4 | $69.9M | Buy |
886,863
+60,257
| +7% | +$5.11M | 0.02% | 754 |
|
|
2018
Q3 | $75.9M | Sell |
826,606
-163,930
| -17% | -$14.8M | 0.02% | 818 |
|
|
2018
Q2 | $86.6M | Buy |
990,536
+12,577
| +1% | +$1.11M | 0.02% | 707 |
|
|
2018
Q1 | $85.2M | Sell |
977,959
-105,380
| -10% | -$9.44M | 0.02% | 704 |
|
|
2017
Q4 | $95.5M | Buy |
1,083,339
+582
| +0.1% | +$50.3K | 0.02% | 676 |
|
|
2017
Q3 | $90.7M | Sell |
1,082,757
-3,129
| -0.3% | -$257K | 0.02% | 659 |
|
|
2017
Q2 | $87.2M | Buy |
1,085,886
+21,195
| +2% | +$1.69M | 0.02% | 671 |
|
|
2017
Q1 | $82.9M | Buy |
1,064,691
+36,459
| +4% | +$2.78M | 0.02% | 695 |
|
|
2016
Q4 | $75.1M | Buy |
1,028,232
+31,863
| +3% | +$2.3M | 0.02% | 699 |
|
|
2016
Q3 | $72.4M | Buy |
996,369
+127,280
| +15% | +$9.15M | 0.02% | 680 |
|
|
2016
Q2 | $60.3M | Buy |
869,089
+251,139
| +41% | +$17.6M | 0.02% | 769 |
|
|
2016
Q1 | $42.9M | Buy |
617,950
+351,345
| +132% | +$23.1M | 0.01% | 891 |
|
|
2015
Q4 | $18.6M | Sell |
266,605
-16,975
| -6% | -$1.2M | ﹤0.01% | 1383 |
|
|
2015
Q3 | $18.9M | Buy |
+283,580
| New | +$20.1M | 0.01% | 1297 |
|
|
2014
Q1 | – | Sell |
-65,501
| Closed | -$4.6M | – | 3952 |
|
|
2013
Q4 | $4.6M | Buy |
+65,501
| New | +$4.44M | ﹤0.01% | 2227 |
|
Other funds holding URTH
FDCDDQ
NAMI
BS
SMDAM
NPT