Patten Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $2.55M | Sell |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $3.01M | Buy |
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|
2023
Q1 | $2.86M | Buy |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.78M | Buy |
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|
2021
Q4 | $2.7M | Buy |
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|
2021
Q3 | $2.26M | Buy |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.61M | Sell |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $1.41M | Sell |
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|
2019
Q4 | $2.15M | Sell |
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|
2019
Q3 | $2.07M | Sell |
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|
2019
Q2 | $2.09M | Sell |
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|
2019
Q1 | $2.16M | Sell |
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|
2018
Q4 | $2.33M | Sell |
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|
2018
Q3 | $4.5M | Sell |
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|
2018
Q2 | $4.59M | Buy |
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|
2018
Q1 | $4.64M | Buy |
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|
2017
Q4 | $4.09M | Sell |
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|
2017
Q3 | $4M | Buy |
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|
2017
Q2 | $2.65M | Buy |
|