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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

FDCDDQ

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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.

77 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.
77 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.