Fulcrum Equity Management Msci Eafe Value ETF Transaction History

Fulcrum Equity Management

  • $88.9 Million
  • Q1 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 8,065 shares of EFV stock, worth $512,934. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,065
Previous 10,498 23.18%
Holding current value
$512,934
Previous $550,000 13.64%
% of portfolio
0.53%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,132
Shares Held
297M
Call Options Held
1.56M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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