Fulcrum Equity Management’s Global X MSCI China Materials ETF CHIM Stock Holding History

Fulcrum Equity Management’s Portfolio CHIM Stock Details CHIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-16,297	Closed	-$422K	–	214
2021 Q3	$422K	Sell	16,297 -1,461	-8%	-$39.4K	0.16%	95
2021 Q2	$427K	Buy	+17,758	New	+$440K	0.16%	110

Other funds holding CHIM

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fulcrum Equity Management's CHIM Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Global X MSCI China Materials ETF (CHIM) in Q4 2021, closing a stake of 16,297 shares — an estimated $422K sold.

Fulcrum Equity Management first reported a position in CHIM in Q2 2021 and held it in 2 quarters. The position peaked at $427K in Q2 2021. 5 funds tracked by Wall St. Rank hold CHIM as of Q4 2021.

Fulcrum Equity Management reported no remaining Global X MSCI China Materials ETF position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 16,297 Global X MSCI China Materials ETF shares in Q4 2021, an estimated $422K.
Fulcrum Equity Management first reported a position in Global X MSCI China Materials ETF in Q2 2021 and held it in 2 quarters.
Fulcrum Equity Management's Global X MSCI China Materials ETF position peaked at $427K in Q2 2021.
5 funds tracked by Wall St. Rank held Global X MSCI China Materials ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.