Mercer Global Advisors’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 | $421K | Sell |
2,488
-68
| -3% | -$11.5K | ﹤0.01% | 1623 |
|
|
2025
Q1 | $392K | Sell |
2,556
-265
| -9% | -$40.6K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $439K | Buy |
+2,821
| New | +$439K | ﹤0.01% | 1517 |
|
|
2024
Q1 | – | Sell |
-2,422
| Closed | -$322K | – | 2146 |
|
|
2023
Q4 | $322K | Buy |
+2,422
| New | +$322K | ﹤0.01% | 1566 |
|
|
2023
Q1 | – | Sell |
-2,766
| Closed | -$302K | – | 2055 |
|
|
2022
Q4 | $302K | Buy |
2,766
+310
| +13% | +$33.8K | ﹤0.01% | 1498 |
|
|
2022
Q3 | $245K | Sell |
2,456
-21,217
| -90% | -$2.12M | ﹤0.01% | 1532 |
|
|
2022
Q2 | $2.53M | Buy |
23,673
+18,617
| +368% | +$1.99M | 0.02% | 551 |
|
|
2022
Q1 | $648K | Buy |
5,056
+3,375
| +201% | +$433K | ﹤0.01% | 1105 |
|
|
2021
Q4 | $227K | Buy |
+1,681
| New | +$227K | ﹤0.01% | 1587 |
|