Fulcrum Equity Management URTH Holdings History
Fulcrum Equity Management's iShares MSCI World ETF Holding Summary
As of 2025-03-31, Fulcrum Equity Management held 46,192.00 shares of iShares MSCI World ETF(URTH), totaling $7.08 Mil. This investment constitutes 7.73% of their stock portfolio, and Fulcrum Equity Management now holds 0.16% of the outstanding iShares MSCI World ETF(URTH) stock.
The initial trade took place in 2023Q4. And since then Fulcrum Equity Management has made 1 purchases of URTH, at an average price of $124.66, for a total of 92,384.00 shares. In addition, there have been 1 sales at an average price of $137.92 for 46,192.00 shares. Based on historical transaction data and URTH's current price of $169.47, Fulcrum Equity Management's estimated gain on his URTH holdings is $2.68 Mil, reflecting a 23.29% gain to date.
Fulcrum Equity Management URTH ($169.47) Holding Chart
Fulcrum Equity Management URTH ($169.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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