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Ishares Inc msci world idx shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Ishares Inc msci world idx

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All positions including Ishares Inc msci world idx held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci world idx by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.8M 46k 147.49
2024-03-31 $6.7M 46k 144.91
2023-12-31 $6.1M 46k 133.02

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Valero Energy Corporation (VLO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Abbvie (ABBV)
Select Sector Spdr Tr Technology (XLK)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)

View all positions for Fulcrum Equity Management

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Goldman Sachs Group
Sumitomo Mitsui Asset Management Company
Prudential
Evensky & Katz
Bank of America Corporation
Jpmorgan Chase & Co
Babson Capital Management
Banco Santander
Bank Julius Baer & Co. Ltd, Zurich
Mirae Asset Global Investments
CI Investments
Morgan Stanley
Arizona PSPRS Trust
Angeles Wealth Management

View all funds holding Ishares Inc msci world idx