FEM
EFV icon

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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 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. 245 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.
  • 245 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.