Hazlett, Burt & Watson
EFG icon

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
Q3 		$1.09M Buy
27,270
+8,652
+46% +$354K 0.28% 97
2026
Q2 		$773K Sell
18,618
-21
-0.1% -$844 0.21% 119
2026
Q1 		$692K Buy
18,639
+1,290
+7% +$50.6K 0.22% 110
2025
Q4 		$659K Buy
17,349
+4,359
+34% +$167K 0.21% 105
2025
Q3 		$492K Buy
12,990
+7,824
+151% +$291K 0.17% 126
2025
Q2 		$194K Buy
5,166
+138
+3% +$4.85K 0.08% 207
2025
Q1 		$168K Hold
5,028
– – 0.08% 219
2024
Q4 		$162K Buy
5,028
+363
+8% +$12.3K 0.07% 230
2024
Q3 		$167K Sell
4,665
-15
-0.3% -$519 0.08% 221
2024
Q2 		$159K Buy
4,680
+228
+5% +$7.77K 0.08% 209
2024
Q1 		$154K Buy
4,452
+996
+29% +$33K 0.09% 193
2023
Q4 		$112K Buy
3,456
+402
+13% +$12K 0.08% 207
2023
Q3 		$88K Buy
3,054
+1,707
+127% +$52.5K 0.07% 234
2023
Q2 		$43K Buy
1,347
+645
+92% +$20.5K 0.03% 325
2023
Q1 		$22K Hold
702
– – 0.02% 377
2022
Q4 		$20K Hold
702
– – 0.02% 387
2022
Q3 		$17K Hold
702
– – 0.02% 393
2022
Q2 		$19K Hold
702
– – 0.02% 384
2022
Q1 		$22K Buy
+702
New +$23K 0.02% 382

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Hazlett, Burt & Watson's EFG Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its iShares MSCI EAFE Growth ETF (EFG) stake by 46% in Q3 2026, buying an estimated $354K and bringing the position to 27,270 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #97.

Hazlett, Burt & Watson first reported a position in EFG in Q1 2022 and has held it in 19 quarters since. 868 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Hazlett, Burt & Watson held 27,270 shares of iShares MSCI EAFE Growth ETF worth $1.09M as of Q3 2026.
  • Hazlett, Burt & Watson bought 8,652 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $354K.
  • iShares MSCI EAFE Growth ETF made up 0.28% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #97 holding.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.