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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,467	Closed	-$103K	–	661
2024 Q4	$103K	Buy	+1,467	New	+$108K	0.01%	396
2022 Q2	–	Sell	-4,237	Closed	-$295K	–	308
2022 Q1	$295K	Sell	4,237 -705	-14%	-$49.9K	0.03%	238
2021 Q4	$369K	Sell	4,942 -1,320	-21%	-$99.2K	0.04%	213
2021 Q3	$465K	Hold	6,262	–	–	0.07%	159
2021 Q2	$469K	Sell	6,262 -1,029	-14%	-$77.7K	0.07%	160
2021 Q1	$525K	Sell	7,291 -2,055	-22%	-$147K	0.08%	131
2020 Q4	$646K	Buy	9,346 +1,801	+24%	+$116K	0.1%	116
2020 Q3	$455K	Sell	7,545 -288	-4%	-$17.4K	0.07%	136
2020 Q2	$448K	Sell	7,833 -37,013	-83%	-$2.01M	0.07%	136
2020 Q1	$2.24M	Buy	44,846 +30,473	+212%	+$1.81M	0.48%	50
2019 Q4	$938K	Buy	+14,373	New	+$912K	0.18%	92

Other funds holding IEFA

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Van Hulzen Asset Management's IEFA Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 1,467 shares — an estimated $103K sold.

Van Hulzen Asset Management first reported a position in IEFA in Q4 2019 and held it in 11 quarters. The position peaked at $2.24M in Q1 2020. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,467 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $103K.
Van Hulzen Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 11 quarters.
Van Hulzen Asset Management's iShares Core MSCI EAFE ETF position peaked at $2.24M in Q1 2020.
2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.