Fulcrum Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Fulcrum Capital’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Hold	2,203	–	–	0.05%	98
2026 Q1	$214K	Sell	2,203 -1,020	-32%	-$102K	0.05%	98
2025 Q4	$310K	Sell	3,223 -102	-3%	-$9.67K	0.06%	84
2025 Q3	$310K	Buy	3,325 +1,020	+44%	+$92.7K	0.06%	81
2025 Q2	$206K	Buy	+2,305	New	+$197K	0.04%	98
2022 Q2	–	Sell	-10,423	Closed	-$767K	–	76
2022 Q1	$767K	Sell	10,423 -204	-2%	-$15.3K	0.21%	44
2021 Q4	$836K	Hold	10,627	–	–	0.18%	51
2021 Q3	$829K	Sell	10,627 -911	-8%	-$72.9K	0.2%	51
2021 Q2	$910K	Buy	11,538 +204	+2%	+$16.2K	0.23%	44
2021 Q1	$860K	Buy	+11,334	New	+$853K	0.25%	44
2020 Q2	–	Sell	-10,423	Closed	-$557K	–	67
2020 Q1	$557K	Sell	10,423 -25,778	-71%	-$1.64M	0.25%	41
2019 Q4	$2.51M	Hold	36,201	–	–	0.78%	39
2019 Q3	$2.36M	Sell	36,201 -245	-0.7%	-$15.8K	0.81%	39
2019 Q2	$2.4M	Hold	36,446	–	–	0.88%	36
2019 Q1	$2.36M	Buy	36,446 +1,755	+5%	+$111K	0.89%	35
2018 Q4	$2.04M	Buy	+34,691	New	+$2.17M	0.92%	36

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Fulcrum Capital's EFA Position: Q2 2026 in Review

Fulcrum Capital held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 2,203 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #98.

Fulcrum Capital first reported a position in EFA in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.51M in Q4 2019. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Fulcrum Capital held 2,203 shares of iShares MSCI EAFE ETF worth $229K as of Q2 2026.
Fulcrum Capital left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.05% of Fulcrum Capital's portfolio in Q2 2026, its #98 holding.
Fulcrum Capital first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 16 quarters since.
Fulcrum Capital's iShares MSCI EAFE ETF position peaked at $2.51M in Q4 2019.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.