Patten Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $965K | Buy |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $30K | Buy |
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|
2017
Q2 | $29K | Buy |
|