FC
Fulcrum Capital’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+2,305
| New | +$206K | 0.04% | 98 |
|
|
2022
Q2 | – | Sell |
-10,423
| Closed | -$767K | – | 76 |
|
|
2022
Q1 | $767K | Sell |
10,423
-204
| -2% | -$15K | 0.21% | 44 |
|
|
2021
Q4 | $836K | Hold |
10,627
| – | – | 0.18% | 51 |
|
|
2021
Q3 | $829K | Sell |
10,627
-911
| -8% | -$71.1K | 0.2% | 51 |
|
|
2021
Q2 | $910K | Buy |
11,538
+204
| +2% | +$16.1K | 0.23% | 44 |
|
|
2021
Q1 | $860K | Buy |
+11,334
| New | +$860K | 0.25% | 44 |
|
|
2020
Q2 | – | Sell |
-10,423
| Closed | -$557K | – | 67 |
|
|
2020
Q1 | $557K | Sell |
10,423
-25,778
| -71% | -$1.38M | 0.25% | 41 |
|
|
2019
Q4 | $2.51M | Hold |
36,201
| – | – | 0.78% | 39 |
|
|
2019
Q3 | $2.36M | Sell |
36,201
-245
| -0.7% | -$16K | 0.81% | 39 |
|
|
2019
Q2 | $2.4M | Hold |
36,446
| – | – | 0.88% | 36 |
|
|
2019
Q1 | $2.36M | Buy |
36,446
+1,755
| +5% | +$114K | 0.89% | 35 |
|
|
2018
Q4 | $2.04M | Buy |
+34,691
| New | +$2.04M | 0.92% | 36 |
|