Principal Financial Group’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 | $35.1M | Buy |
207,424
+12,787
| +7% | +$2.17M | 0.02% | 578 |
|
2025
Q1 | $29.8M | Sell |
194,637
-171,190
| -47% | -$26.2M | 0.02% | 623 |
|
2024
Q4 | $56.9M | Buy |
365,827
+256,230
| +234% | +$39.8M | 0.03% | 429 |
|
2024
Q3 | $17.2M | Buy |
109,597
+65,207
| +147% | +$10.2M | 0.01% | 933 |
|
2024
Q2 | $6.55M | Sell |
44,390
-107,347
| -71% | -$15.8M | ﹤0.01% | 1461 |
|
2024
Q1 | $22M | Buy |
151,737
+70,524
| +87% | +$10.2M | 0.01% | 866 |
|
2023
Q4 | $10.8M | Sell |
81,213
-68,356
| -46% | -$9.09M | 0.01% | 1248 |
|
2023
Q3 | $18M | Buy |
149,569
+57,112
| +62% | +$6.86M | 0.01% | 866 |
|
2023
Q2 | $11.5M | Sell |
92,457
-119,682
| -56% | -$14.9M | 0.01% | 1182 |
|
2023
Q1 | $25M | Buy |
212,139
+50,617
| +31% | +$5.96M | 0.02% | 718 |
|
2022
Q4 | $17.6M | Sell |
161,522
-53,735
| -25% | -$5.87M | 0.01% | 906 |
|
2022
Q3 | $21.5M | Sell |
215,257
-74,206
| -26% | -$7.42M | 0.02% | 724 |
|
2022
Q2 | $30.9M | Buy |
289,463
+63,354
| +28% | +$6.77M | 0.02% | 568 |
|
2022
Q1 | $29M | Buy |
226,109
+43,834
| +24% | +$5.62M | 0.02% | 687 |
|
2021
Q4 | $24.7M | Buy |
182,275
+55,983
| +44% | +$7.58M | 0.01% | 804 |
|
2021
Q3 | $16M | Buy |
126,292
+35,206
| +39% | +$4.45M | 0.01% | 1114 |
|
2021
Q2 | $11.5M | Buy |
91,086
+47,904
| +111% | +$6.06M | 0.01% | 1355 |
|
2021
Q1 | $5.12M | Buy |
+43,182
| New | +$5.12M | ﹤0.01% | 1659 |
|