Patten Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
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|
2025
Q1 | $3M | Buy |
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|
2024
Q4 | $2.85M | Sell |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $2.97M | Buy |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $1.95M | Sell |
|
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.8M | Sell |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.77M | Sell |
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|
2021
Q4 | $3.18M | Buy |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $2.96M | Sell |
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|
2021
Q1 | $2.78M | Buy |
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|
2020
Q4 | $2.78M | Buy |
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|
2020
Q3 | $2.26M | Buy |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.68M | Sell |
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|
2019
Q4 | $2.31M | Buy |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q2 | $2.07M | Buy |
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|
2019
Q1 | $1.9M | Buy |
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|
2018
Q4 | $1.59M | Buy |
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|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $1.27M | Buy |
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|
2018
Q1 | $780K | Buy |
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|
2017
Q4 | $749K | Buy |
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|
2017
Q3 | $682K | Buy |
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|
2017
Q2 | $619K | Buy |
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|
2017
Q1 | $506K | Buy |
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|
2016
Q4 | $459K | Buy |
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|
2016
Q3 | $427K | Buy |
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|
2016
Q2 | $375K | Buy |
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|
2016
Q1 | $362K | Buy |
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|
2015
Q4 | $340K | Buy |
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|
2015
Q3 | $16.5K | Buy |
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|
2015
Q2 | $16.3K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $15K | Buy |
|