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	–	–	6.86%	3
2026 Q1	$8.32M	Hold	46,192	–	–	8.03%	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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SMDAM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Fulcrum Equity Management's URTH Position: Q2 2026 in Review

Fulcrum Equity Management held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 46,192 shares worth $9.36M. The position accounts for 6.86% of the portfolio, ranked #3.

Fulcrum Equity Management first reported a position in URTH in Q4 2023 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Fulcrum Equity Management held 46,192 shares of iShares MSCI World ETF worth $9.36M as of Q2 2026.
Fulcrum Equity Management left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up 6.86% of Fulcrum Equity Management's portfolio in Q2 2026, its #3 holding.
Fulcrum Equity Management first reported a position in iShares MSCI World ETF in Q4 2023 and has held it in 11 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.