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Foster Dykema Cabot & Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Foster Dykema Cabot & Partners’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
Q1 		$14K Hold
188
– – ﹤0.01% 247
2025
Q4 		$13.4K Sell
188
-163
-46% -$11.3K ﹤0.01% 259
2025
Q3 		$23.8K Buy
+351
New +$23.1K ﹤0.01% 285
2024
Q4 		– Sell
-1,054
Closed -$60.6K – 407
2024
Q3 		$60.6K Buy
+1,054
New +$58.2K 0.01% 205

Other funds holding EFV

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Foster Dykema Cabot & Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 188 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Foster Dykema Cabot & Partners first reported a position in EFV in Q3 2024 and has held it in 4 quarters since. The position peaked at $60.6K in Q3 2024. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Foster Dykema Cabot & Partners held 188 shares of iShares MSCI EAFE Value ETF worth $14K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #247 holding.
  • Foster Dykema Cabot & Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 4 quarters since.
  • Foster Dykema Cabot & Partners's iShares MSCI EAFE Value ETF position peaked at $60.6K in Q3 2024.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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