Fulcrum Equity Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,157
| Closed | -$348K | – | 123 |
|
|
2024
Q3 | $348K | Sell |
4,157
-996
| -19% | -$83.3K | 0.29% | 103 |
|
|
2024
Q2 | $404K | Buy |
+5,153
| New | +$404K | 0.36% | 83 |
|
|
2022
Q2 | – | Sell |
-27,796
| Closed | -$2.05M | – | 75 |
|
|
2022
Q1 | $2.05M | Sell |
27,796
-3,723
| -12% | -$274K | 1.21% | 30 |
|
|
2021
Q4 | $2.48M | Buy |
+31,519
| New | +$2.48M | 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 | +$284K | 0.1% | 50 |
|