Fulcrum Equity Management’s iShares MSCI World ETF URTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$6.14M | 7.59% | 2 |
|