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Foster Dykema Cabot & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$7K Hold
84
– – ﹤0.01% 256
2023
Q2 		$8K Hold
84
– – ﹤0.01% 258
2023
Q1 		$8K Buy
+84
New +$7.55K ﹤0.01% 205

Other funds holding EFG

Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Foster Dykema Cabot & Co's EFG Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2023 at 84 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Foster Dykema Cabot & Co first reported a position in EFG in Q1 2023 and has held it in 3 quarters since. The position peaked at $8K in Q2 2023. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

  • Foster Dykema Cabot & Co held 84 shares of iShares MSCI EAFE Growth ETF worth $7K as of Q3 2023.
  • Foster Dykema Cabot & Co left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2023.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #256 holding.
  • Foster Dykema Cabot & Co first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's iShares MSCI EAFE Growth ETF position peaked at $8K in Q2 2023.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.