Fulcrum Wealth Advisors’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Fulcrum Wealth Advisors’s Portfolio RXI Stock Details RXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Buy	+1,289	New	+$253K	0.19%	71

Other funds holding RXI

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

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

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Newport Capital Group Red Bank, New Jersey $178M AUM 12.73% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Fulcrum Wealth Advisors's RXI Position: Q2 2026 in Review

Fulcrum Wealth Advisors opened a new position in iShares Global Consumer Discretionary ETF (RXI) in Q2 2026: 1,289 shares worth $249K. The stake represents 0.19% of the portfolio and ranks #71 among its holdings.

13 funds tracked by Wall St. Rank hold RXI as of Q2 2026.

Fulcrum Wealth Advisors held 1,289 shares of iShares Global Consumer Discretionary ETF worth $249K as of Q2 2026.
iShares Global Consumer Discretionary ETF was a new Fulcrum Wealth Advisors position in Q2 2026.
iShares Global Consumer Discretionary ETF made up 0.19% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #71 holding.
13 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.