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

Van Hulzen Asset Management’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 Q1	$2.65M	Buy	23,813 +28	+0.1%	+$3.29K	0.2%	89
2025 Q4	$2.71M	Sell	23,785 -50,038	-68%	-$5.74M	0.2%	86
2025 Q3	$8.41M	Buy	73,823 +2,313	+3%	+$258K	0.62%	46
2025 Q2	$8.01M	Buy	71,510 +1,161	+2%	+$122K	0.67%	44
2025 Q1	$7.03M	Sell	70,349 -643	-0.9%	-$65.5K	0.64%	49
2024 Q4	$6.87M	Buy	70,992 +1,015	+1%	+$103K	0.5%	52
2024 Q3	$7.53M	Buy	69,977 +2,359	+3%	+$245K	0.55%	53
2024 Q2	$6.92M	Sell	67,618 -264	-0.4%	-$27K	0.46%	56
2024 Q1	$7.04M	Buy	67,882 +146	+0.2%	+$14.5K	0.47%	56
2023 Q4	$6.56M	Sell	67,736 -22,035	-25%	-$1.97M	0.46%	56
2023 Q3	$7.75M	Sell	89,771 -21,076	-19%	-$1.94M	0.6%	50
2023 Q2	$10.6M	Sell	110,847 -975	-0.9%	-$92.7K	0.9%	37
2023 Q1	$10.5M	Buy	111,822 +50,477	+82%	+$4.54M	0.98%	33
2022 Q4	$5.14M	Sell	61,345 -9,882	-14%	-$799K	0.59%	50
2022 Q3	$5.17M	Buy	71,227 +15,030	+27%	+$1.23M	0.64%	50
2022 Q2	$4.52M	Buy	56,197 +796	+1%	+$69.1K	0.54%	53
2022 Q1	$5.33M	Sell	55,401 -16,691	-23%	-$1.64M	0.57%	53
2021 Q4	$7.95M	Buy	72,092 +1,587	+2%	+$174K	0.87%	36
2021 Q3	$7.51M	Buy	70,505 +17,831	+34%	+$1.96M	1.12%	30
2021 Q2	$5.65M	Buy	52,674 +2,623	+5%	+$279K	0.85%	41
2021 Q1	$5.03M	Buy	50,051 +5,114	+11%	+$520K	0.8%	45
2020 Q4	$4.54M	Buy	44,937 +24,085	+116%	+$2.28M	0.69%	48
2020 Q3	$1.87M	Buy	20,852 +484	+2%	+$42.9K	0.28%	71
2020 Q2	$1.69M	Buy	+20,368	New	+$1.59M	0.25%	68

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Van Hulzen Asset Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.12% in Q1 2026, buying an estimated $3.29K and bringing the position to 23,813 shares worth $2.65M. The position accounts for 0.2% of the portfolio, ranked #89.

Van Hulzen Asset Management first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.6M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Van Hulzen Asset Management held 23,813 shares of iShares MSCI EAFE Growth ETF worth $2.65M as of Q1 2026.
Van Hulzen Asset Management bought 28 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.29K.
iShares MSCI EAFE Growth ETF made up 0.2% of Van Hulzen Asset Management's portfolio in Q1 2026, its #89 holding.
Van Hulzen Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
Van Hulzen Asset Management's iShares MSCI EAFE Growth ETF position peaked at $10.6M in Q2 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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