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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
Q2 		$10.5K Hold
84
– – ﹤0.01% 261
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Foster Dykema Cabot & Partners's EFG Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 84 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Foster Dykema Cabot & Partners first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.4K in Q3 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Foster Dykema Cabot & Partners held 84 shares of iShares MSCI EAFE Growth ETF worth $10.5K as of Q2 2026.
  • Foster Dykema Cabot & Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #261 holding.
  • Foster Dykema Cabot & Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Foster Dykema Cabot & Partners's iShares MSCI EAFE Growth ETF position peaked at $24.4K in Q3 2024.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.