Fulcrum Equity Management’s iShares MSCI World ETF URTH Stock Holding History

Fulcrum Equity Management’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
2026 Q2	$9.36M	Hold	46,192	–	–	7.57%	3
2026 Q1	$8.32M	Hold	46,192	–	–	8.09%	2
2025 Q4	$8.58M	Hold	46,192	–	–	8.21%	2
2025 Q3	$8.39M	Hold	46,192	–	–	8.49%	3
2025 Q2	$7.82M	Hold	46,192	–	–	8.04%	2
2025 Q1	$7.08M	Hold	46,192	–	–	7.73%	2
2024 Q4	$7.18M	Hold	46,192	–	–	7.11%	2
2024 Q3	$7.25M	Hold	46,192	–	–	6.12%	2
2024 Q2	$6.81M	Hold	46,192	–	–	6.11%	2
2024 Q1	$6.69M	Hold	46,192	–	–	7.9%	1
2023 Q4	$6.14M	Buy	+46,192	New	+$5.76M	7.59%	2

Other funds holding URTH

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Asset Advisory Group Kinnelon, New Jersey $229M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

BFI Infinity Zurich, Switzerland $208M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Brown Shipley & Co London, United Kingdom $193M AUM 26.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return