Fulcrum Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fulcrum Capital’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$823K	Sell	8,520 -31	-0.4%	-$2.98K	0.17%	52
2026 Q1	$774K	Hold	8,551	–	–	0.17%	50
2025 Q4	$765K	Hold	8,551	–	–	0.15%	51
2025 Q3	$747K	Sell	8,551 -2,475	-22%	-$210K	0.15%	51
2025 Q2	$920K	Buy	11,026 +2,645	+32%	+$210K	0.19%	51
2025 Q1	$634K	Buy	+8,381	New	+$627K	0.14%	54
2024 Q1	–	Sell	-18,986	Closed	-$1.34M	–	118
2023 Q4	$1.34M	Sell	18,986 -13,485	-42%	-$889K	0.35%	44
2023 Q3	$2.09M	Hold	32,471	–	–	0.61%	38
2023 Q2	$2.19M	Hold	32,471	–	–	0.58%	40
2023 Q1	$2.17M	Sell	32,471 -18,881	-37%	-$1.24M	0.58%	40
2022 Q4	$3.17M	Buy	+51,352	New	+$3.02M	0.91%	37
2022 Q2	–	Sell	-11,379	Closed	-$791K	–	78
2022 Q1	$791K	Sell	11,379 -815	-7%	-$57.6K	0.21%	43
2021 Q4	$910K	Buy	12,194 +815	+7%	+$61.2K	0.2%	48
2021 Q3	$845K	Hold	11,379	–	–	0.2%	50
2021 Q2	$852K	Hold	11,379	–	–	0.21%	46
2021 Q1	$820K	Buy	+11,379	New	+$813K	0.24%	45
2020 Q2	–	Sell	-15,553	Closed	-$776K	–	68
2020 Q1	$776K	Sell	15,553 -465,962	-97%	-$27.7M	0.35%	38
2019 Q4	$31.4M	Buy	481,515 +23,496	+5%	+$1.49M	9.73%	1
2019 Q3	$28M	Buy	458,019 +13,333	+3%	+$805K	9.55%	1
2019 Q2	$27.3M	Buy	444,686 +6,868	+2%	+$421K	10%	1
2019 Q1	$26.6M	Buy	437,818 +30,757	+8%	+$1.82M	10.05%	1
2018 Q4	$22.4M	Sell	407,061 -83,040	-17%	-$4.87M	10.09%	1
2018 Q3	$31.4M	Buy	490,101 +45,385	+10%	+$2.89M	12.25%	1
2018 Q2	$28.2M	Buy	444,716 +2,913	+0.7%	+$193K	13.45%	1
2018 Q1	$29.1M	Buy	441,803 +32,806	+8%	+$2.2M	9.48%	2
2017 Q4	$27M	Buy	+408,997	New	+$26.7M	8.76%	2

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fulcrum Capital's IEFA Position: Q2 2026 in Review

Fulcrum Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.36% in Q2 2026, selling an estimated $2.98K and leaving 8,520 shares worth $823K. The position accounts for 0.17% of the portfolio, ranked #52.

Fulcrum Capital first reported a position in IEFA in Q4 2017 and has held it in 26 quarters since. The position peaked at $31.4M in Q4 2019. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fulcrum Capital held 8,520 shares of iShares Core MSCI EAFE ETF worth $823K as of Q2 2026.
Fulcrum Capital sold 31 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.98K.
iShares Core MSCI EAFE ETF made up 0.17% of Fulcrum Capital's portfolio in Q2 2026, its #52 holding.
Fulcrum Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 26 quarters since.
Fulcrum Capital's iShares Core MSCI EAFE ETF position peaked at $31.4M in Q4 2019.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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