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Patten Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Patten 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
Q1 		$1.52M Buy
15,677
+856
+6% +$85.6K 0.26% 109
2025
Q4 		$1.42M Sell
14,821
-393
-3% -$37.3K 0.26% 113
2025
Q3 		$1.42M Buy
15,214
+2,596
+21% +$236K 0.28% 106
2025
Q2 		$1.13M Buy
12,618
+282
+2% +$24.1K 0.24% 119
2025
Q1 		$1.01M Buy
12,336
+213
+2% +$17.2K 0.23% 121
2024
Q4 		$917K Buy
12,123
+41
+0.3% +$3.25K 0.2% 132
2024
Q3 		$1.01M Buy
12,082
+32
+0.3% +$2.58K 0.22% 127
2024
Q2 		$944K Sell
12,050
-475
-4% -$37.6K 0.22% 118
2024
Q1 		$1M Sell
12,525
-196
-2% -$15K 0.25% 112
2023
Q4 		$959K Buy
12,721
+1,264
+11% +$89.3K 0.26% 113
2023
Q3 		$790K Buy
11,457
+183
+2% +$13.1K 0.24% 121
2023
Q2 		$817K Buy
11,274
+56
+0.5% +$4.07K 0.12% 122
2023
Q1 		$802K Sell
11,218
-5,517
-33% -$386K 0.24% 122
2022
Q4 		$1.1M Buy
16,735
+274
+2% +$17.2K 0.35% 89
2022
Q3 		$935K Sell
16,461
-3,107
-16% -$194K 0.32% 95
2022
Q2 		$1.22M Sell
19,568
-535
-3% -$36.4K 0.39% 77
2022
Q1 		$1.48M Sell
20,103
-130
-0.6% -$9.72K 0.42% 70
2021
Q4 		$1.59M Sell
20,233
-1,545
-7% -$122K 0.42% 69
2021
Q3 		$1.7M Sell
21,778
-1,872
-8% -$150K 0.5% 55
2021
Q2 		$1.87M Buy
23,650
+780
+3% +$62K 0.55% 52
2021
Q1 		$1.74M Sell
22,870
-3,000
-12% -$226K 0.56% 52
2020
Q4 		$1.89M Buy
25,870
+3,645
+16% +$249K 0.51% 46
2020
Q3 		$1.42M Sell
22,225
-25
-0.1% -$1.6K 0.55% 51
2020
Q2 		$1.35M Sell
22,250
-630
-3% -$36.4K 0.58% 50
2020
Q1 		$1.22M Sell
22,880
-2,190
-9% -$139K 0.63% 47
2019
Q4 		$1.74M Buy
25,070
+3,935
+19% +$266K 0.65% 47
2019
Q3 		$1.38M Hold
21,135
– – 0.56% 52
2019
Q2 		$1.39M Sell
21,135
-209
-1% -$13.7K 0.57% 55
2019
Q1 		$1.38M Buy
21,344
+889
+4% +$56K 0.6% 55
2018
Q4 		$1.2M Buy
20,455
+1,220
+6% +$76.2K 0.57% 52
2018
Q3 		$1.31M Buy
19,235
+1,028
+6% +$69.4K 0.5% 56
2018
Q2 		$1.22M Buy
18,207
+656
+4% +$46K 0.49% 63
2018
Q1 		$1.22M Buy
17,551
+279
+2% +$19.9K 0.5% 59
2017
Q4 		$1.21M Buy
17,272
+455
+3% +$31.6K 0.48% 64
2017
Q3 		$1.15M Sell
16,817
-890
-5% -$59.5K 0.47% 62
2017
Q2 		$1.2M Buy
17,707
+2,895
+20% +$187K 0.48% 61
2017
Q1 		$916K Sell
14,812
-266
-2% -$16.1K 0.4% 71
2016
Q4 		$904K Sell
15,078
-2,335
-13% -$135K 0.41% 68
2016
Q3 		$1M Buy
17,413
+205
+1% +$11.9K 0.47% 62
2016
Q2 		$961K Buy
17,208
+50
+0.3% +$2.88K 0.45% 59
2016
Q1 		$981K Sell
17,158
-492
-3% -$27.1K 0.47% 60
2015
Q4 		$1.04M Sell
17,650
-690
-4% -$41.6K 0.5% 55
2015
Q3 		$1.05M Buy
18,340
+2,525
+16% +$156K 0.54% 49
2015
Q2 		$1M Sell
15,815
-5,475
-26% -$365K 0.48% 57
2015
Q1 		$1.37M Sell
21,290
-2,025
-9% -$127K 0.7% 43
2014
Q4 		$1.42M Buy
+23,315
New +$1.46M 0.69% 42

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten Group's EFA Position: Q1 2026 in Review

Patten Group increased its iShares MSCI EAFE ETF (EFA) stake by 5.8% in Q1 2026, buying an estimated $85.6K and bringing the position to 15,677 shares worth $1.52M. The position accounts for 0.26% of the portfolio, ranked #109.

Patten Group first reported a position in EFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.89M in Q4 2020. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Patten Group held 15,677 shares of iShares MSCI EAFE ETF worth $1.52M as of Q1 2026.
  • Patten Group bought 856 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $85.6K.
  • iShares MSCI EAFE ETF made up 0.26% of Patten Group's portfolio in Q1 2026, its #109 holding.
  • Patten Group first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
  • Patten Group's iShares MSCI EAFE ETF position peaked at $1.89M in Q4 2020.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.