Hazlett, Burt & Watson
EFV icon

Hazlett, Burt & Watson’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hazlett, Burt & Watson’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.14M Buy
28,666
+9,956
+53% +$401K 0.29% 94
2026
Q2 		$715K Sell
18,710
-58
-0.3% -$2.25K 0.19% 127
2026
Q1 		$699K Sell
18,768
-22
-0.1% -$827 0.22% 109
2025
Q4 		$670K Buy
18,790
+3,030
+19% +$105K 0.21% 104
2025
Q3 		$534K Buy
15,760
+8,708
+123% +$287K 0.19% 118
2025
Q2 		$224K Buy
7,052
+498
+8% +$15.2K 0.09% 188
2025
Q1 		$196K Sell
6,554
-840
-11% -$23.8K 0.09% 197
2024
Q4 		$196K Buy
7,394
+228
+3% +$6.24K 0.09% 203
2024
Q3 		$205K Sell
7,166
-140
-2% -$3.87K 0.09% 192
2024
Q2 		$196K Sell
7,306
-86
-1% -$2.34K 0.1% 184
2024
Q1 		$201K Buy
7,392
+978
+15% +$25.5K 0.12% 170
2023
Q4 		$167K Buy
6,414
+254
+4% +$6.28K 0.11% 174
2023
Q3 		$152K Buy
6,160
+3,242
+111% +$80.3K 0.11% 170
2023
Q2 		$73K Buy
2,918
+2,318
+386% +$57.1K 0.05% 249
2023
Q1 		$15K Hold
600
– – 0.01% 414
2022
Q4 		$14K Hold
600
– – 0.01% 427
2022
Q3 		$12K Hold
600
– – 0.01% 436
2022
Q2 		$13K Hold
600
– – 0.01% 427
2022
Q1 		$15K Buy
+600
New +$15.3K 0.01% 423

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

Hazlett, Burt & Watson increased its iShares MSCI EAFE Value ETF (EFV) stake by 53% in Q3 2026, buying an estimated $401K and bringing the position to 28,666 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #94.

Hazlett, Burt & Watson first reported a position in EFV in Q1 2022 and has held it in 19 quarters since. 874 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Hazlett, Burt & Watson held 28,666 shares of iShares MSCI EAFE Value ETF worth $1.14M as of Q3 2026.
  • Hazlett, Burt & Watson bought 9,956 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $401K.
  • iShares MSCI EAFE Value ETF made up 0.29% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #94 holding.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 19 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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