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Hutchens & Kramer Investment Management Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hutchens & Kramer Investment Management Group’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$765K Sell
9,991
-8,024
-45% -$621K 0.2% 69
2026
Q1 		$1.34M Sell
18,015
-686
-4% -$51.6K 0.42% 44
2025
Q4 		$1.34M Sell
18,701
-2,104
-10% -$146K 0.46% 40
2025
Q3 		$1.41M Sell
20,805
-3,733
-15% -$246K 0.56% 35
2025
Q2 		$1.56M Buy
24,538
+4,617
+23% +$282K 0.72% 33
2025
Q1 		$1.17M Sell
19,921
-5,932
-23% -$336K 0.65% 36
2024
Q4 		$1.36M Buy
25,853
+1,412
+6% +$77.3K 0.74% 31
2024
Q3 		$1.4M Buy
24,441
+16,962
+227% +$937K 0.77% 30
2024
Q2 		$399K Sell
7,479
-4,105
-35% -$223K 0.22% 73
2024
Q1 		$626K Buy
11,584
+3,056
+36% +$160K 0.37% 55
2023
Q4 		$444K Sell
8,528
-548
-6% -$27.1K 0.31% 60
2023
Q3 		$437K Buy
9,076
+3,566
+65% +$177K 0.35% 58
2023
Q2 		$270K Buy
+5,510
New +$271K 0.22% 93
2023
Q1 		– Sell
-5,782
Closed -$265K – 123
2022
Q4 		$265K Buy
+5,782
New +$251K 0.19% 80
2022
Q3 		– Sell
-5,800
Closed -$253K – 98
2022
Q2 		$253K Sell
5,800
-506
-8% -$24.1K 0.19% 85
2022
Q1 		$320K Hold
6,306
– – 0.18% 85
2021
Q4 		$318K Buy
+6,306
New +$322K 0.2% 79

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's EFV Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 45% in Q2 2026, selling an estimated $621K and leaving 9,991 shares worth $765K. The position accounts for 0.2% of the portfolio, ranked #69.

Hutchens & Kramer Investment Management Group first reported a position in EFV in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.56M in Q2 2025. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 9,991 shares of iShares MSCI EAFE Value ETF worth $765K as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 8,024 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $621K.
  • iShares MSCI EAFE Value ETF made up 0.2% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #69 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Hutchens & Kramer Investment Management Group's iShares MSCI EAFE Value ETF position peaked at $1.56M in Q2 2025.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.