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Arbor Investment Advisors’s iShares MSCI World ETF URTH Stock Holding History

Arbor Investment Advisors’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$435K Sell
2,145
-331
-13% -$65.5K 0.05% 89
2026
Q1 		$446K Hold
2,476
– – 0.06% 68
2025
Q4 		$460K Buy
2,476
+18
+0.7% +$3.31K 0.06% 62
2025
Q3 		$446K Sell
2,458
-335
-12% -$58.6K 0.06% 81
2025
Q2 		$473K Buy
2,793
+851
+44% +$134K 0.06% 60
2025
Q1 		$298K Hold
1,942
– – 0.04% 76
2024
Q4 		$302K Sell
1,942
-28
-1% -$4.43K 0.04% 81
2024
Q3 		$309K Hold
1,970
– – 0.04% 86
2024
Q2 		$291K Buy
1,970
+14
+0.7% +$2.02K 0.04% 78
2024
Q1 		$283K Hold
1,956
– – 0.04% 85
2023
Q4 		$260K Buy
1,956
+15
+0.8% +$1.87K 0.04% 86
2023
Q3 		$233K Sell
1,941
-135
-7% -$16.8K 0.04% 90
2023
Q2 		$258K Sell
2,076
-12
-0.6% -$1.44K 0.05% 88
2023
Q1 		$246K Sell
2,088
-944
-31% -$108K 0.05% 92
2022
Q4 		$331K Buy
+3,032
New +$329K 0.07% 75
2022
Q3 		– Sell
-2,697
Closed -$288K – 106
2022
Q2 		$288K Buy
2,697
+387
+17% +$45.1K 0.06% 78
2022
Q1 		$296K Buy
2,310
+191
+9% +$24.3K 0.06% 90
2021
Q4 		$287K Buy
2,119
+154
+8% +$20.5K 0.05% 90
2021
Q3 		$248K Hold
1,965
– – 0.05% 93
2021
Q2 		$249K Buy
1,965
+16
+0.8% +$1.99K 0.05% 91
2021
Q1 		$231K Buy
1,949
+39
+2% +$4.53K 0.05% 90
2020
Q4 		$215K Buy
+1,910
New +$202K 0.05% 88
2020
Q1 		– Sell
-2,366
Closed -$234K – 88
2019
Q4 		$234K Buy
2,366
+22
+0.9% +$2.09K 0.07% 79
2019
Q3 		$215K Buy
+2,344
New +$213K 0.07% 77

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Arbor Investment Advisors's URTH Position: Q2 2026 in Review

Arbor Investment Advisors reduced its iShares MSCI World ETF (URTH) stake by 13% in Q2 2026, selling an estimated $65.5K and leaving 2,145 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #89.

Arbor Investment Advisors first reported a position in URTH in Q3 2019 and has held it in 24 quarters since. The position peaked at $473K in Q2 2025. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Arbor Investment Advisors held 2,145 shares of iShares MSCI World ETF worth $435K as of Q2 2026.
  • Arbor Investment Advisors sold 331 iShares MSCI World ETF shares in Q2 2026, an estimated $65.5K.
  • iShares MSCI World ETF made up 0.05% of Arbor Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Arbor Investment Advisors first reported a position in iShares MSCI World ETF in Q3 2019 and has held it in 24 quarters since.
  • Arbor Investment Advisors's iShares MSCI World ETF position peaked at $473K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.