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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
Q2 		$773K Sell
6,206
-7
-0.1% -$844 0.21% 119
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Hazlett, Burt & Watson's EFG Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.11% in Q2 2026, selling an estimated $844 and leaving 6,206 shares worth $773K. The position accounts for 0.21% of the portfolio, ranked #119.

Hazlett, Burt & Watson first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Hazlett, Burt & Watson held 6,206 shares of iShares MSCI EAFE Growth ETF worth $773K as of Q2 2026.
  • Hazlett, Burt & Watson sold 7 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $844.
  • iShares MSCI EAFE Growth ETF made up 0.21% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #119 holding.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.