Fulcrum Capital’s iShares MSCI World ETF URTH Stock Holding History

Fulcrum Capital’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
2022 Q1	–	Sell	-8,214	Closed	-$1.11M	–	84
2021 Q4	$1.11M	Sell	8,214 -6,365	-44%	-$846K	0.24%	45
2021 Q3	$1.84M	Buy	+14,579	New	+$1.89M	0.44%	43

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Fulcrum Capital's URTH Position: Q1 2022 in Review

Fulcrum Capital sold out of iShares MSCI World ETF (URTH) in Q1 2022, closing a stake of 8,214 shares — an estimated $1.11M sold.

Fulcrum Capital first reported a position in URTH in Q3 2021 and held it in 2 quarters. The position peaked at $1.84M in Q3 2021. 138 funds tracked by Wall St. Rank hold URTH as of Q1 2022.

Fulcrum Capital reported no remaining iShares MSCI World ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Capital sold 8,214 iShares MSCI World ETF shares in Q1 2022, an estimated $1.11M.
Fulcrum Capital first reported a position in iShares MSCI World ETF in Q3 2021 and held it in 2 quarters.
Fulcrum Capital's iShares MSCI World ETF position peaked at $1.84M in Q3 2021.
138 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2022.

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