A detailed history of Ae Wealth Management LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 1 shares of URTH stock, worth $183. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1
Previous 150 99.33%
Holding current value
$183
Previous $25,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$168.96 - $181.71 $25,175 - $27,074
-149 Reduced 99.33%
1 $0
Q2 2025

Aug 06, 2025

BUY
$136.3 - $169.38 $19,082 - $23,713
140 Added 1400.0%
150 $25,000
Q1 2025

May 06, 2025

BUY
$151.24 - $164.09 $1,512 - $1,640
10 New
10 $1,000

Others Institutions Holding URTH

About ISHARES MSCI WORLD ETF


  • Ticker URTH
  • Sector ETFs
  • Industry ETFs
More about URTH
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.