Fulcrum Equity Management Msci Eafe Value ETF Transaction History

Fulcrum Equity Management

$102 Million
Q4 2025

A detailed history of Fulcrum Equity Management transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Fulcrum Equity Management holds 8,995 shares of EFV stock, worth $631,988. This represents 0.62% of its overall portfolio holdings.

Number of Shares

8,995

Previous 9,161 1.81%

Holding current value

$631,988

Previous $621,000 1.61%

% of portfolio

0.62%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	SELL	$66.73 - $70.99 $11,077 - $11,784	-166 Reduced 1.81%	8,995 $631,000
Q3 2025 Jan 06, 2026	SELL	$62.79 - $68.42 $176,125 - $191,918	-2,805 Reduced 23.44%	9,161 $621,000
Q2 2025 Aug 25, 2025	BUY	$52.4 - $64.65 $204,412 - $252,199	3,901 Added 48.37%	11,966 $759,000
Q1 2025 May 01, 2025	SELL	$51.88 - $60.73 $126,224 - $147,756	-2,433 Reduced 23.18%	8,065 $475,000
Q4 2024 Mar 24, 2025	BUY	$51.78 - $57.15 $3,313 - $3,657	64 Added 0.61%	10,498 $550,000

Q3 2024 Nov 21, 2024	BUY	$51.72 - $57.96 $306,492 - $343,470	5,926 Added 131.46%	10,434 $600,000
Q2 2024 Jul 19, 2024	BUY	$52.34 - $56.41 $235,948 - $254,296	4,508 New	4,508 $239,000

Others Institutions Holding EFV

# of Institutions

1,252

Shares Held

350M

Call Options Held

1.22M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Fulcrum Equity Management Msci Eafe Value ETF Transaction History