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Hazlett, Burt & Watson’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hazlett, Burt & Watson’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
2026
Q1 		$477K Hold
5,277
– – 0.15% 146
2025
Q4 		$473K Buy
5,277
+24
+0.5% +$2.12K 0.15% 138
2025
Q3 		$459K Sell
5,253
-425
-7% -$36.1K 0.16% 131
2025
Q2 		$474K Buy
5,678
+201
+4% +$16K 0.19% 113
2025
Q1 		$414K Sell
5,477
-2,063
-27% -$154K 0.19% 113
2024
Q4 		$531K Buy
7,540
+1
+0% +$74 0.24% 96
2024
Q3 		$589K Buy
7,539
+3,763
+100% +$282K 0.27% 79
2024
Q2 		$276K Sell
3,776
-13
-0.3% -$957 0.14% 147
2024
Q1 		$282K Hold
3,789
– – 0.17% 132
2023
Q4 		$268K Sell
3,789
-1,119
-23% -$73.8K 0.18% 126
2023
Q3 		$315K Buy
4,908
+1,704
+53% +$114K 0.23% 87
2023
Q2 		$216K Buy
3,204
+3,063
+2,172% +$208K 0.16% 130
2023
Q1 		$10K Sell
141
-344
-71% -$22.6K 0.01% 449
2022
Q4 		$30K Buy
485
+3
+0.6% +$177 0.03% 333
2022
Q3 		$25K Sell
482
-44
-8% -$2.59K 0.02% 345
2022
Q2 		$32K Buy
526
+501
+2,004% +$32.1K 0.03% 319
2022
Q1 		$2K Buy
+25
New +$1.77K ﹤0.01% 559

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Hazlett, Burt & Watson held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 5,277 shares worth $477K. The position accounts for 0.15% of the portfolio, ranked #146.

Hazlett, Burt & Watson first reported a position in IEFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $589K in Q3 2024. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Hazlett, Burt & Watson held 5,277 shares of iShares Core MSCI EAFE ETF worth $477K as of Q1 2026.
  • Hazlett, Burt & Watson left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.15% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #146 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's iShares Core MSCI EAFE ETF position peaked at $589K in Q3 2024.
  • 2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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