Foster Dykema Cabot & Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Foster Dykema Cabot & Partners’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	$24.8M	Sell	273,806 -4,464	-2%	-$417K	1.58%	21
2025 Q4	$24.9M	Buy	278,270 +7,535	+3%	+$666K	1.53%	24
2025 Q3	$23.6M	Buy	270,735 +5,241	+2%	+$445K	1.55%	23
2025 Q2	$22.2M	Sell	265,494 -4,445	-2%	-$353K	1.56%	22
2025 Q1	$20.4M	Buy	269,939 +230	+0.1%	+$17.2K	1.64%	23
2024 Q4	$19M	Buy	269,709 +11,312	+4%	+$835K	1.48%	26
2024 Q3	$20.2M	Sell	258,397 -1,380	-0.5%	-$103K	1.69%	25
2024 Q2	$18.9M	Sell	259,777 -431	-0.2%	-$31.7K	1.69%	22
2024 Q1	$19.3M	Buy	260,208 +8,430	+3%	+$600K	1.8%	24
2023 Q4	$17.7M	Buy	+251,778	New	+$16.6M	1.88%	21

Other funds holding IEFA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Foster Dykema Cabot & Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q1 2026, selling an estimated $417K and leaving 273,806 shares worth $24.8M. The position accounts for 1.58% of the portfolio, ranked #21.

Foster Dykema Cabot & Partners first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.9M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Foster Dykema Cabot & Partners held 273,806 shares of iShares Core MSCI EAFE ETF worth $24.8M as of Q1 2026.
Foster Dykema Cabot & Partners sold 4,464 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $417K.
iShares Core MSCI EAFE ETF made up 1.58% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #21 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares Core MSCI EAFE ETF position peaked at $24.9M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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