Principal Securities’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 | $196K | Buy |
1,155
+741
| +179% | +$126K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $64.4K | Hold |
414
| – | – | ﹤0.01% | 1644 |
|
|
2024
Q4 | $64.4K | Buy |
414
+75
| +22% | +$11.7K | ﹤0.01% | 1642 |
|
|
2024
Q3 | $53.2K | Buy |
339
+197
| +139% | +$30.9K | ﹤0.01% | 1665 |
|
|
2024
Q2 | $20.9K | Hold |
142
| – | – | ﹤0.01% | 2048 |
|
|
2024
Q1 | $20.6K | Sell |
142
-18
| -11% | -$2.61K | ﹤0.01% | 1989 |
|
|
2023
Q4 | $21.3K | Buy |
+160
| New | +$21.3K | ﹤0.01% | 1891 |
|