Hazlett, Burt & Watson’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Hazlett, Burt & Watson’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	$692K	Buy	6,213 +430	+7%	+$50.6K	0.22%	110
2025 Q4	$659K	Buy	5,783 +1,453	+34%	+$167K	0.21%	105
2025 Q3	$492K	Buy	4,330 +2,608	+151%	+$291K	0.17%	126
2025 Q2	$194K	Buy	1,722 +46	+3%	+$4.85K	0.08%	207
2025 Q1	$168K	Hold	1,676	–	–	0.08%	219
2024 Q4	$162K	Buy	1,676 +121	+8%	+$12.3K	0.07%	230
2024 Q3	$167K	Sell	1,555 -5	-0.3%	-$519	0.08%	221
2024 Q2	$159K	Buy	1,560 +76	+5%	+$7.77K	0.08%	209
2024 Q1	$154K	Buy	1,484 +332	+29%	+$33K	0.09%	193
2023 Q4	$112K	Buy	1,152 +134	+13%	+$12K	0.08%	207
2023 Q3	$88K	Buy	1,018 +569	+127%	+$52.5K	0.07%	234
2023 Q2	$43K	Buy	449 +215	+92%	+$20.5K	0.03%	325
2023 Q1	$22K	Hold	234	–	–	0.02%	377
2022 Q4	$20K	Hold	234	–	–	0.02%	387
2022 Q3	$17K	Hold	234	–	–	0.02%	393
2022 Q2	$19K	Hold	234	–	–	0.02%	384
2022 Q1	$22K	Buy	+234	New	+$23K	0.02%	382

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

Hazlett, Burt & Watson's EFG Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.4% in Q1 2026, buying an estimated $50.6K and bringing the position to 6,213 shares worth $692K. The position accounts for 0.22% of the portfolio, ranked #110.

Hazlett, Burt & Watson first reported a position in EFG in Q1 2022 and has held it in 17 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Hazlett, Burt & Watson held 6,213 shares of iShares MSCI EAFE Growth ETF worth $692K as of Q1 2026.
Hazlett, Burt & Watson bought 430 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $50.6K.
iShares MSCI EAFE Growth ETF made up 0.22% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #110 holding.
Hazlett, Burt & Watson first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 17 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.