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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
2024-03-31 $6.7M 46k 144.91
2023-12-31 $6.1M 46k 133.02

More positions owned by Fulcrum Equity Management

Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Valero Energy Corporation (VLO)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
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
Sumitomo Mitsui Asset Management Company
Goldman Sachs Group
UBS Group
Bank of America Corporation
CX Institutional
Babson Capital Management
Evensky & Katz
Partners Capital Investment Group
Jpmorgan Chase & Co
Bank Julius Baer & Co. Ltd, Zurich
Principal Financial Group
Wellington Management Company
Empire Life Investments
Hsbc Holdings

View all funds holding Ishares Inc msci world idx