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

Fulcrum Equity Management’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,142	Closed	-$308K	–	151
2026 Q1	$308K	Sell	4,142 -4,853	-54%	-$365K	0.3%	82
2025 Q4	$642K	Sell	8,995 -166	-2%	-$11.5K	0.61%	39
2025 Q3	$621K	Sell	9,161 -2,805	-23%	-$185K	0.63%	43
2025 Q2	$760K	Buy	11,966 +3,901	+48%	+$239K	0.78%	36
2025 Q1	$475K	Sell	8,065 -2,433	-23%	-$138K	0.52%	47
2024 Q4	$551K	Buy	10,498 +64	+0.6%	+$3.5K	0.54%	56
2024 Q3	$600K	Buy	10,434 +5,926	+131%	+$327K	0.51%	61
2024 Q2	$239K	Buy	+4,508	New	+$245K	0.21%	120

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fulcrum Equity Management's EFV Position: Q2 2026 in Review

Fulcrum Equity Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 4,142 shares — an estimated $308K sold.

Fulcrum Equity Management first reported a position in EFV in Q2 2024 and held it in 8 quarters. The position peaked at $760K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Fulcrum Equity Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
Fulcrum Equity Management sold 4,142 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $308K.
Fulcrum Equity Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and held it in 8 quarters.
Fulcrum Equity Management's iShares MSCI EAFE Value ETF position peaked at $760K in Q2 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.