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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Buy
11,966
+3,901
+48% +$248K 0.78% 36
2025
Q1
$475K Sell
8,065
-2,433
-23% -$143K 0.52% 47
2024
Q4
$551K Buy
10,498
+64
+0.6% +$3.36K 0.54% 56
2024
Q3
$600K Buy
10,434
+5,926
+131% +$341K 0.51% 61
2024
Q2
$239K Buy
+4,508
New +$239K 0.21% 120