HKIMG
Hutchens & Kramer Investment Management Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
24,538
+4,617
| +23% | +$294K | 0.72% | 33 |
|
|
2025
Q1 | $1.17M | Sell |
19,921
-5,932
| -23% | -$350K | 0.65% | 36 |
|
|
2024
Q4 | $1.36M | Buy |
25,853
+1,412
| +6% | +$74.1K | 0.74% | 31 |
|
|
2024
Q3 | $1.4M | Buy |
24,441
+16,962
| +227% | +$969K | 0.77% | 30 |
|
|
2024
Q2 | $399K | Sell |
7,479
-4,105
| -35% | -$219K | 0.22% | 73 |
|
|
2024
Q1 | $626K | Buy |
11,584
+3,056
| +36% | +$165K | 0.37% | 55 |
|
|
2023
Q4 | $444K | Sell |
8,528
-548
| -6% | -$28.6K | 0.31% | 60 |
|
|
2023
Q3 | $437K | Buy |
9,076
+3,566
| +65% | +$172K | 0.35% | 58 |
|
|
2023
Q2 | $270K | Buy |
+5,510
| New | +$270K | 0.22% | 93 |
|
|
2023
Q1 | – | Sell |
-5,782
| Closed | -$265K | – | 123 |
|
|
2022
Q4 | $265K | Buy |
+5,782
| New | +$265K | 0.19% | 80 |
|
|
2022
Q3 | – | Sell |
-5,800
| Closed | -$253K | – | 98 |
|
|
2022
Q2 | $253K | Sell |
5,800
-506
| -8% | -$22.1K | 0.19% | 85 |
|
|
2022
Q1 | $320K | Hold |
6,306
| – | – | 0.18% | 85 |
|
|
2021
Q4 | $318K | Buy |
+6,306
| New | +$318K | 0.2% | 79 |
|