Arbor Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | $215K | Buy |
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