Van Hulzen Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Van Hulzen Asset Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$735K	Buy	7,566 +3,334	+79%	+$334K	0.05%	193
2025 Q4	$406K	Sell	4,232 -13	-0.3%	-$1.23K	0.03%	244
2025 Q3	$396K	Hold	4,245	–	–	0.03%	246
2025 Q2	$379K	Buy	+4,245	New	+$362K	0.03%	239
2025 Q1	–	Sell	-2,345	Closed	-$177K	–	516
2024 Q4	$177K	Buy	+2,345	New	+$186K	0.01%	327
2020 Q3	–	Sell	-5,484	Closed	-$334K	–	269
2020 Q2	$334K	Sell	5,484 -50	-0.9%	-$2.89K	0.05%	179
2020 Q1	$296K	Sell	5,534 -100	-2%	-$6.35K	0.06%	184
2019 Q4	$391K	Sell	5,634 -1,365	-20%	-$92.2K	0.08%	182
2019 Q3	$456K	Buy	6,999 +1,334	+24%	+$86K	0.1%	153
2019 Q2	$372K	Hold	5,665	–	–	0.08%	175
2019 Q1	$367K	Sell	5,665 -346	-6%	-$21.8K	0.1%	148
2018 Q4	$353K	Sell	6,011 -3,875	-39%	-$242K	0.1%	148
2018 Q3	$672K	Sell	9,886 -368	-4%	-$24.9K	0.18%	98
2018 Q2	$687K	Sell	10,254 -140	-1%	-$9.82K	0.2%	84
2018 Q1	$724K	Buy	10,394 +2,186	+27%	+$156K	0.22%	89
2017 Q4	$577K	Buy	8,208 +3,038	+59%	+$211K	0.18%	110
2017 Q3	$354K	Sell	5,170 -2,800	-35%	-$187K	0.12%	122
2017 Q2	$520K	Hold	7,970	–	–	0.21%	81
2017 Q1	$496K	Sell	7,970 -150	-2%	-$9.07K	0.23%	80
2016 Q4	$469K	Sell	8,120 -1,100	-12%	-$63.4K	0.22%	83
2016 Q3	$545K	Sell	9,220 -500	-5%	-$29K	0.3%	71
2016 Q2	$543K	Sell	9,720 -1,809	-16%	-$104K	0.31%	73
2016 Q1	$659K	Sell	11,529 -782	-6%	-$43.1K	0.38%	68
2015 Q4	$723K	Buy	12,311 +720	+6%	+$43.4K	0.45%	60
2015 Q3	$664K	Sell	11,591 -445	-4%	-$27.5K	0.43%	58
2015 Q2	$764K	Sell	12,036 -790	-6%	-$52.6K	0.41%	65
2015 Q1	$823K	Buy	12,826 +3,200	+33%	+$201K	0.5%	62
2014 Q4	$586K	Buy	+9,626	New	+$601K	0.41%	60

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Van Hulzen Asset Management's EFA Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 79% in Q1 2026, buying an estimated $334K and bringing the position to 7,566 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #193.

Van Hulzen Asset Management first reported a position in EFA in Q4 2014 and has held it in 28 quarters since. The position peaked at $823K in Q1 2015. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Van Hulzen Asset Management held 7,566 shares of iShares MSCI EAFE ETF worth $735K as of Q1 2026.
Van Hulzen Asset Management bought 3,334 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $334K.
iShares MSCI EAFE ETF made up 0.05% of Van Hulzen Asset Management's portfolio in Q1 2026, its #193 holding.
Van Hulzen Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 28 quarters since.
Van Hulzen Asset Management's iShares MSCI EAFE ETF position peaked at $823K in Q1 2015.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.