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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Sell
2,997
-24
-0.8% -$2.69K 0.34% 65
2025
Q1
$302K Sell
3,021
-2,717
-47% -$272K 0.33% 66
2024
Q4
$556K Buy
5,738
+757
+15% +$73.3K 0.55% 55
2024
Q3
$536K Sell
4,981
-886
-15% -$95.4K 0.45% 73
2024
Q2
$600K Buy
+5,867
New +$600K 0.54% 62