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Patten Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Patten Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.52M Buy
31,598
+2,520
+9% +$296K 0.61% 39
2025
Q4 		$3.31M Sell
29,078
-1,533
-5% -$176K 0.61% 40
2025
Q3 		$3.49M Sell
30,611
-2,189
-7% -$244K 0.68% 33
2025
Q2 		$3.67M Buy
32,800
+2,808
+9% +$296K 0.78% 24
2025
Q1 		$3M Buy
29,992
+508
+2% +$51.8K 0.69% 32
2024
Q4 		$2.85M Sell
29,484
-1,103
-4% -$112K 0.63% 41
2024
Q3 		$3.29M Buy
30,587
+1,572
+5% +$163K 0.73% 32
2024
Q2 		$2.97M Buy
29,015
+1,373
+5% +$140K 0.7% 34
2024
Q1 		$2.87M Buy
27,642
+1,883
+7% +$187K 0.71% 38
2023
Q4 		$2.49M Buy
25,759
+2,096
+9% +$188K 0.68% 41
2023
Q3 		$2.04M Buy
23,663
+335
+1% +$30.9K 0.61% 44
2023
Q2 		$2.23M Buy
23,328
+2,536
+12% +$241K 0.33% 45
2023
Q1 		$1.95M Sell
20,792
-783
-4% -$70.4K 0.58% 44
2022
Q4 		$1.81M Sell
21,575
-2,839
-12% -$230K 0.57% 48
2022
Q3 		$1.8M Sell
24,414
-3,332
-12% -$272K 0.62% 45
2022
Q2 		$2.25M Sell
27,746
-1,025
-4% -$89K 0.72% 32
2022
Q1 		$2.77M Sell
28,771
-76
-0.3% -$7.47K 0.78% 28
2021
Q4 		$3.18M Buy
28,847
+1,017
+4% +$111K 0.84% 25
2021
Q3 		$2.96M Buy
27,830
+250
+0.9% +$27.5K 0.87% 22
2021
Q2 		$2.96M Sell
27,580
-100
-0.4% -$10.6K 0.87% 23
2021
Q1 		$2.78M Buy
27,680
+170
+0.6% +$17.3K 0.89% 22
2020
Q4 		$2.78M Buy
27,510
+2,373
+9% +$225K 0.75% 24
2020
Q3 		$2.26M Buy
25,137
+898
+4% +$79.6K 0.88% 27
2020
Q2 		$2.01M Buy
24,239
+601
+3% +$46.9K 0.87% 27
2020
Q1 		$1.68M Sell
23,638
-3,104
-12% -$251K 0.87% 28
2019
Q4 		$2.31M Buy
26,742
+233
+0.9% +$19.4K 0.86% 28
2019
Q3 		$2.13M Buy
26,509
+905
+4% +$72.4K 0.87% 32
2019
Q2 		$2.07M Buy
25,604
+1,108
+5% +$87.4K 0.85% 34
2019
Q1 		$1.9M Buy
24,496
+1,422
+6% +$105K 0.82% 37
2018
Q4 		$1.59M Buy
23,074
+3,778
+20% +$275K 0.76% 35
2018
Q3 		$1.54M Buy
19,296
+3,223
+20% +$257K 0.59% 44
2018
Q2 		$1.27M Buy
16,073
+6,372
+66% +$516K 0.51% 57
2018
Q1 		$780K Buy
9,701
+430
+5% +$35.1K 0.32% 87
2017
Q4 		$749K Buy
9,271
+458
+5% +$36.3K 0.3% 94
2017
Q3 		$682K Buy
8,813
+695
+9% +$52.7K 0.28% 97
2017
Q2 		$619K Buy
8,118
+808
+11% +$59K 0.25% 106
2017
Q1 		$506K Buy
7,310
+370
+5% +$24.8K 0.22% 102
2016
Q4 		$459K Buy
6,940
+486
+8% +$31.4K 0.21% 104
2016
Q3 		$427K Buy
6,454
+715
+12% +$48.2K 0.2% 109
2016
Q2 		$375K Buy
5,739
+237
+4% +$15.7K 0.18% 123
2016
Q1 		$362K Buy
5,502
+431
+8% +$27.3K 0.17% 123
2015
Q4 		$340K Buy
5,071
+4,813
+1,866% +$326K 0.16% 131
2015
Q3 		$16.5K Buy
258
+25
+11% +$1.7K 0.01% 388
2015
Q2 		$16.3K Buy
+233
New +$16.9K 0.01% 393
2015
Q1 		– Sell
-233
Closed -$15K – 182
2014
Q4 		$15K Buy
+233
New +$15.6K 0.01% 221

Other funds holding EFG

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Patten Group's EFG Position: Q1 2026 in Review

Patten Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.7% in Q1 2026, buying an estimated $296K and bringing the position to 31,598 shares worth $3.52M. The position accounts for 0.61% of the portfolio, ranked #39.

Patten Group first reported a position in EFG in Q4 2014 and has held it in 45 quarters since. The position peaked at $3.67M in Q2 2025. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Patten Group held 31,598 shares of iShares MSCI EAFE Growth ETF worth $3.52M as of Q1 2026.
  • Patten Group bought 2,520 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $296K.
  • iShares MSCI EAFE Growth ETF made up 0.61% of Patten Group's portfolio in Q1 2026, its #39 holding.
  • Patten Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and has held it in 45 quarters since.
  • Patten Group's iShares MSCI EAFE Growth ETF position peaked at $3.67M in Q2 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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