Horst & Graben Wealth Management’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
2026 Q1	$315K	Hold	1,614	–	–	0.04%	149
2025 Q4	$300K	Hold	1,614	–	–	0.05%	138
2025 Q3	$293K	Hold	1,614	–	–	0.04%	142
2025 Q2	$273K	Hold	1,614	–	–	0.05%	139
2025 Q1	$247K	Hold	1,614	–	–	0.04%	140
2024 Q4	$251K	Hold	1,614	–	–	0.04%	136
2024 Q3	$253K	Hold	1,614	–	–	0.05%	127
2024 Q2	$238K	Sell	1,614 -11	-0.7%	-$1.59K	0.05%	130
2024 Q1	$235K	Hold	1,625	–	–	0.05%	128
2023 Q4	$216K	Buy	+1,625	New	+$203K	0.05%	128
2023 Q3	–	Sell	-1,651	Closed	-$206K	–	143
2023 Q2	$206K	Buy	+1,651	New	+$198K	0.05%	125
2022 Q2	–	Sell	-1,651	Closed	-$212K	–	142
2022 Q1	$212K	Sell	1,651 -3,365	-67%	-$428K	0.05%	127
2021 Q4	$679K	Buy	5,016 +174	+4%	+$23.1K	0.17%	63
2021 Q3	$612K	Buy	4,842 +3,204	+196%	+$415K	0.17%	63
2021 Q2	$207K	Buy	+1,638	New	+$204K	0.06%	130