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

Patriot Investment Management Group’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
Q2 		$9.82M Buy
101,722
+34
+0% +$3.27K 0.57% 28
2026
Q1 		$9.21M Sell
101,688
-7,090
-7% -$662K 0.59% 27
2025
Q4 		$9.73M Sell
108,778
-1,345
-1% -$119K 0.62% 27
2025
Q3 		$9.61M Sell
110,123
-2,261
-2% -$192K 0.63% 25
2025
Q2 		$9.38M Buy
112,384
+1,122
+1% +$89K 0.65% 25
2025
Q1 		$8.42M Buy
111,262
+470
+0.4% +$35.1K 0.63% 26
2024
Q4 		$7.79M Sell
110,792
-1,420
-1% -$105K 0.58% 29
2024
Q3 		$8.76M Buy
112,212
+314
+0.3% +$23.5K 0.64% 27
2024
Q2 		$8.13M Buy
111,898
+1,238
+1% +$91.1K 0.64% 26
2024
Q1 		$8.21M Sell
110,660
-2,521
-2% -$179K 0.65% 28
2023
Q4 		$7.96M Sell
113,181
-2,069
-2% -$136K 0.68% 29
2023
Q3 		$7.42M Buy
115,250
+1,548
+1% +$104K 0.68% 29
2023
Q2 		$7.67M Buy
113,702
+1,126
+1% +$76.4K 0.65% 32
2023
Q1 		$7.53M Sell
112,576
-199
-0.2% -$13K 0.66% 32
2022
Q4 		$7.58M Buy
112,775
+20,757
+23% +$1.22M 0.66% 32
2022
Q3 		$4.85M Sell
92,018
-11,155
-11% -$656K 0.5% 36
2022
Q2 		$6.07M Sell
103,173
-16,430
-14% -$1.05M 0.59% 31
2022
Q1 		$8.31M Buy
119,603
+19,559
+20% +$1.38M 0.72% 25
2021
Q4 		$7.47M Buy
100,044
+4,734
+5% +$356K 0.63% 28
2021
Q3 		$7.08M Buy
95,310
+6,732
+8% +$512K 0.64% 27
2021
Q2 		$6.63M Buy
88,578
+3,888
+5% +$294K 0.61% 29
2021
Q1 		$6.1M Buy
+84,690
New +$6.05M 0.6% 30
2020
Q4 		– Sell
-77,384
Closed -$4.66M – 187
2020
Q3 		$4.66M Buy
77,384
+3,156
+4% +$190K 0.56% 30
2020
Q2 		$4.24M Buy
74,228
+2,072
+3% +$112K 0.54% 35
2020
Q1 		$3.6M Buy
72,156
+60,076
+497% +$3.58M 0.55% 36
2019
Q4 		$788K Buy
12,080
+709
+6% +$45K 0.1% 115
2019
Q3 		$682K Buy
11,371
+68
+0.6% +$4.1K 0.09% 123
2019
Q2 		$694K Sell
11,303
-58
-0.5% -$3.55K 0.1% 119
2019
Q1 		$690K Buy
+11,361
New +$671K 0.1% 119

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Patriot Investment Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.03% in Q2 2026, buying an estimated $3.27K and bringing the position to 101,722 shares worth $9.82M. The position accounts for 0.57% of the portfolio, ranked #28.

Patriot Investment Management Group first reported a position in IEFA in Q1 2019 and has held it in 29 quarters since. 987 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Patriot Investment Management Group held 101,722 shares of iShares Core MSCI EAFE ETF worth $9.82M as of Q2 2026.
  • Patriot Investment Management Group bought 34 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.27K.
  • iShares Core MSCI EAFE ETF made up 0.57% of Patriot Investment Management Group's portfolio in Q2 2026, its #28 holding.
  • Patriot Investment Management Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
  • 987 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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