Fulcrum Capital’s State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF EEMX Stock Holding History

Fulcrum Capital’s Portfolio EEMX Stock Details EEMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-234,438	Closed	-$8.58M	–	73
2021 Q4	$8.58M	Sell	234,438 -12,882	-5%	-$483K	1.86%	23
2021 Q3	$9.24M	Buy	247,320 +12,040	+5%	+$466K	2.21%	15
2021 Q2	$9.66M	Buy	235,280 +33,230	+16%	+$1.35M	2.42%	11
2021 Q1	$8.04M	Buy	202,050 +5,750	+3%	+$236K	2.3%	13
2020 Q4	$7.57M	Hold	196,300	–	–	2.27%	15
2020 Q3	$6.48M	Buy	196,300 +300	+0.2%	+$9.81K	2.34%	17
2020 Q2	$5.85M	Hold	196,000	–	–	2.22%	24
2020 Q1	$5M	Buy	196,000 +37,200	+23%	+$1.13M	2.27%	28
2019 Q4	$5.21M	Sell	158,800 -102	-0.1%	-$3.21K	1.61%	31
2019 Q3	$4.75M	Buy	+158,902	New	+$4.8M	1.62%	30

Other funds holding EEMX

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fulcrum Capital's EEMX Position: Q1 2022 in Review

Fulcrum Capital sold out of State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (EEMX) in Q1 2022, closing a stake of 234,438 shares — an estimated $8.58M sold.

Fulcrum Capital first reported a position in EEMX in Q3 2019 and held it in 10 quarters. The position peaked at $9.66M in Q2 2021. 39 funds tracked by Wall St. Rank hold EEMX as of Q1 2022.

Fulcrum Capital reported no remaining State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Capital sold 234,438 State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF shares in Q1 2022, an estimated $8.58M.
Fulcrum Capital first reported a position in State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF in Q3 2019 and held it in 10 quarters.
Fulcrum Capital's State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF position peaked at $9.66M in Q2 2021.
39 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF as of Q1 2022.

Based on Fulcrum Capital's 13F filing for Q1 2022, filed 5 May 2022.