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Hutchens & Kramer Investment Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hutchens & Kramer Investment Management Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$943K Sell
7,874
-1,031
-12% -$126K 0.28% 54
2026
Q2 		$1.11M Sell
8,905
-345
-4% -$41.6K 0.3% 52
2026
Q1 		$1.03M Buy
9,250
+3,230
+54% +$380K 0.33% 54
2025
Q4 		$686K Sell
6,020
-872
-13% -$100K 0.24% 63
2025
Q3 		$785K Sell
6,892
-3,688
-35% -$411K 0.31% 57
2025
Q2 		$1.18M Sell
10,580
-1,240
-10% -$131K 0.54% 40
2025
Q1 		$1.18M Sell
11,820
-6,507
-36% -$663K 0.65% 35
2024
Q4 		$1.77M Buy
18,327
+1,010
+6% +$103K 0.96% 24
2024
Q3 		$1.85M Buy
17,317
+2,411
+16% +$250K 1.03% 22
2024
Q2 		$1.52M Buy
14,906
+3,938
+36% +$403K 0.84% 24
2024
Q1 		$1.13M Buy
10,968
+2,940
+37% +$293K 0.67% 26
2023
Q4 		$778K Sell
8,028
-1,452
-15% -$130K 0.55% 41
2023
Q3 		$806K Sell
9,480
-143
-1% -$13.2K 0.64% 36
2023
Q2 		$918K Buy
9,623
+1,698
+21% +$162K 0.73% 36
2023
Q1 		$742K Sell
7,925
-672
-8% -$60.4K 0.64% 43
2022
Q4 		$720K Buy
8,597
+188
+2% +$15.2K 0.53% 46
2022
Q3 		$622K Sell
8,409
-59
-0.7% -$4.81K 0.51% 44
2022
Q2 		$683K Sell
8,468
-489
-5% -$42.5K 0.5% 49
2022
Q1 		$868K Hold
8,957
– – 0.48% 50
2021
Q4 		$868K Buy
+8,957
New +$981K 0.55% 42

Other funds holding EFG

FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's EFG Position: Q3 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q3 2026, selling an estimated $126K and leaving 7,874 shares worth $943K. The position accounts for 0.28% of the portfolio, ranked #54.

Hutchens & Kramer Investment Management Group first reported a position in EFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.85M in Q3 2024. 204 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Hutchens & Kramer Investment Management Group held 7,874 shares of iShares MSCI EAFE Growth ETF worth $943K as of Q3 2026.
  • Hutchens & Kramer Investment Management Group sold 1,031 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $126K.
  • iShares MSCI EAFE Growth ETF made up 0.28% of Hutchens & Kramer Investment Management Group's portfolio in Q3 2026, its #54 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Hutchens & Kramer Investment Management Group's iShares MSCI EAFE Growth ETF position peaked at $1.85M in Q3 2024.
  • 204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.