Partners Capital Investment Group’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
Q3 | $5.25M | Sell |
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|
2025
Q2 | $4.91M | Sell |
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|
2025
Q1 | $27M | Buy |
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|
2024
Q4 | $3.69M | Sell |
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|
2024
Q3 | $16.6M | Sell |
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|
2024
Q2 | $21.8M | Sell |
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|
2024
Q1 | $27.7M | Sell |
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|
2023
Q4 | $36M | Buy |
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|
2023
Q3 | $26.3M | Buy |
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|
2023
Q2 | $25.7M | Buy |
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|
2023
Q1 | $15.8M | Buy |
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|
2022
Q4 | $7.2M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.31M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $271K | Sell |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $326K | Hold |
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|
2017
Q2 | $312K | Buy |
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|
2017
Q1 | $299K | Hold |
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|
2016
Q4 | $281K | Buy |
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|
2016
Q3 | $277K | Hold |
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|
2016
Q2 | $265K | Buy |
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|
2016
Q1 | $262K | Buy |
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|
2015
Q4 | $255K | Buy |
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