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Patriot Investment Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Patriot Investment Management Group’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.8M Buy
17,342
+898
+5% +$92.4K 0.1% 79
2026
Q1 		$1.6M Buy
16,444
+2,197
+15% +$220K 0.1% 88
2025
Q4 		$1.37M Buy
14,247
+3,855
+37% +$366K 0.09% 94
2025
Q3 		$970K Buy
10,392
+10
+0.1% +$909 0.06% 112
2025
Q2 		$928K Buy
10,382
+12
+0.1% +$1.02K 0.06% 114
2025
Q1 		$848K Sell
10,370
-165
-2% -$13.3K 0.06% 116
2024
Q4 		$797K Sell
10,535
-159
-1% -$12.6K 0.06% 121
2024
Q3 		$894K Sell
10,694
-1,098
-9% -$88.3K 0.07% 119
2024
Q2 		$924K Sell
11,792
-704
-6% -$55.8K 0.07% 108
2024
Q1 		$998K Sell
12,496
-535
-4% -$40.9K 0.08% 108
2023
Q4 		$982K Sell
13,031
-868
-6% -$61.3K 0.08% 102
2023
Q3 		$958K Sell
13,899
-1,245
-8% -$89.2K 0.09% 105
2023
Q2 		$1.1M Sell
15,144
-526
-3% -$38.2K 0.09% 102
2023
Q1 		$1.12M Hold
15,670
– – 0.1% 98
2022
Q4 		$1.12M Sell
15,670
-2,881
-16% -$180K 0.1% 100
2022
Q3 		$1.04M Sell
18,551
-1,375
-7% -$85.7K 0.11% 100
2022
Q2 		$1.25M Sell
19,926
-989
-5% -$67.3K 0.12% 92
2022
Q1 		$1.54M Buy
20,915
+548
+3% +$41K 0.13% 85
2021
Q4 		$1.6M Sell
20,367
-1,471
-7% -$116K 0.14% 84
2021
Q3 		$1.7M Buy
21,838
+7
+0% +$560 0.15% 74
2021
Q2 		$1.72M Sell
21,831
-62
-0.3% -$4.92K 0.16% 75
2021
Q1 		$1.66M Buy
21,893
+771
+4% +$58.1K 0.16% 75
2020
Q4 		$1.54M Sell
21,122
-2,269
-10% -$155K 0.23% 54
2020
Q3 		$1.49M Sell
23,391
-570
-2% -$36.5K 0.18% 67
2020
Q2 		$1.46M Sell
23,961
-480
-2% -$27.8K 0.18% 67
2020
Q1 		$1.31M Buy
24,441
+1,235
+5% +$78.4K 0.2% 67
2019
Q4 		$1.61M Sell
23,206
-2,018
-8% -$136K 0.21% 64
2019
Q3 		$1.61M Buy
25,224
+791
+3% +$51K 0.22% 61
2019
Q2 		$1.61M Sell
24,433
-2,537
-9% -$166K 0.22% 61
2019
Q1 		$1.75M Buy
+26,970
New +$1.7M 0.26% 57

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Patriot Investment Management Group's EFA Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares MSCI EAFE ETF (EFA) stake by 5.5% in Q2 2026, buying an estimated $92.4K and bringing the position to 17,342 shares worth $1.8M. The position accounts for 0.1% of the portfolio, ranked #79.

Patriot Investment Management Group first reported a position in EFA in Q1 2019 and has held it in 30 quarters since. 938 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Patriot Investment Management Group held 17,342 shares of iShares MSCI EAFE ETF worth $1.8M as of Q2 2026.
  • Patriot Investment Management Group bought 898 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $92.4K.
  • iShares MSCI EAFE ETF made up 0.1% of Patriot Investment Management Group's portfolio in Q2 2026, its #79 holding.
  • Patriot Investment Management Group first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • 938 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.