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

Foster Dykema Cabot & Partners’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 Q1	$9.36K	Hold	84	–	–	﹤0.01%	262
2025 Q4	$9.57K	Hold	84	–	–	﹤0.01%	269
2025 Q3	$9.57K	Hold	84	–	–	﹤0.01%	345
2025 Q2	$9.41K	Hold	84	–	–	﹤0.01%	287
2025 Q1	$8.4K	Hold	84	–	–	﹤0.01%	288
2024 Q4	$8.13K	Sell	84 -143	-63%	-$14.5K	﹤0.01%	308
2024 Q3	$24.4K	Buy	227 +143	+170%	+$14.8K	﹤0.01%	296
2024 Q2	$8.59K	Hold	84	–	–	﹤0.01%	275
2024 Q1	$8.72K	Hold	84	–	–	﹤0.01%	285
2023 Q4	$8.13K	Buy	+84	New	+$7.53K	﹤0.01%	227

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Foster Dykema Cabot & Partners's EFG Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 84 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Foster Dykema Cabot & Partners first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.4K in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Foster Dykema Cabot & Partners held 84 shares of iShares MSCI EAFE Growth ETF worth $9.36K as of Q1 2026.
Foster Dykema Cabot & Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #262 holding.
Foster Dykema Cabot & Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares MSCI EAFE Growth ETF position peaked at $24.4K in Q3 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.