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Fulcrum Equity Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fulcrum Equity Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,544
Closed -$94K – 146
2019
Q3 		$94K Buy
+1,544
New +$93.2K 0.05% 96
2019
Q2 		– Sell
-6,973
Closed -$424K – 95
2019
Q1 		$424K Buy
6,973
+1,208
+21% +$71.3K 0.15% 46
2018
Q4 		$317K Buy
+5,765
New +$338K 0.12% 45

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fulcrum Equity Management's IEFA Position: Q4 2019 in Review

Fulcrum Equity Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2019, closing a stake of 1,544 shares — an estimated $94K sold.

Fulcrum Equity Management first reported a position in IEFA in Q4 2018 and held it in 3 quarters. The position peaked at $424K in Q1 2019. 1,121 funds tracked by Wall St. Rank hold IEFA as of Q4 2019.

  • Fulcrum Equity Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,544 iShares Core MSCI EAFE ETF shares in Q4 2019, an estimated $94K.
  • Fulcrum Equity Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 3 quarters.
  • Fulcrum Equity Management's iShares Core MSCI EAFE ETF position peaked at $424K in Q1 2019.
  • 1,121 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.