Fulcrum Equity Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Fulcrum Equity Management’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
2024 Q4	–	Sell	-4,157	Closed	-$348K	–	123
2024 Q3	$348K	Sell	4,157 -996	-19%	-$80.1K	0.29%	103
2024 Q2	$404K	Buy	+5,153	New	+$408K	0.36%	83
2022 Q2	–	Sell	-27,796	Closed	-$2.05M	–	75
2022 Q1	$2.05M	Sell	27,796 -3,723	-12%	-$278K	1.21%	30
2021 Q4	$2.48M	Buy	+31,519	New	+$2.5M	0.93%	40
2019 Q2	–	Sell	-4,825	Closed	-$313K	–	88
2019 Q1	$313K	Hold	4,825	–	–	0.11%	69
2018 Q4	$284K	Buy	+4,825	New	+$301K	0.1%	50

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fulcrum Equity Management's EFA Position: Q4 2024 in Review

Fulcrum Equity Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 4,157 shares — an estimated $348K sold.

Fulcrum Equity Management first reported a position in EFA in Q4 2018 and held it in 6 quarters. The position peaked at $2.48M in Q4 2021. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Fulcrum Equity Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Fulcrum Equity Management sold 4,157 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $348K.
Fulcrum Equity Management first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 6 quarters.
Fulcrum Equity Management's iShares MSCI EAFE ETF position peaked at $2.48M in Q4 2021.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.