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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.65M | Buy |
51,413
+736
| +1% | +$68.7K | 0.81% | 25 |
|
|
2025
Q4 | $4.53M | Buy |
50,677
+1,505
| +3% | +$133K | 0.84% | 22 |
|
|
2025
Q3 | $4.29M | Buy |
49,172
+8,639
| +21% | +$734K | 0.84% | 23 |
|
|
2025
Q2 | $3.38M | Buy |
40,533
+2,939
| +8% | +$233K | 0.71% | 31 |
|
|
2025
Q1 | $2.84M | Buy |
37,594
+1,240
| +3% | +$92.7K | 0.65% | 37 |
|
|
2024
Q4 | $2.55M | Sell |
36,354
-1,256
| -3% | -$92.7K | 0.57% | 44 |
|
|
2024
Q3 | $2.94M | Buy |
37,610
+51
| +0.1% | +$3.82K | 0.65% | 41 |
|
|
2024
Q2 | $2.73M | Sell |
37,559
-1,731
| -4% | -$127K | 0.64% | 42 |
|
|
2024
Q1 | $2.92M | Sell |
39,290
-3,438
| -8% | -$245K | 0.72% | 37 |
|
|
2023
Q4 | $3.01M | Sell |
42,728
-638
| -1% | -$42.1K | 0.82% | 33 |
|
|
2023
Q3 | $2.79M | Sell |
43,366
-1,163
| -3% | -$77.9K | 0.83% | 28 |
|
|
2023
Q2 | $3.01M | Buy |
44,529
+1,796
| +4% | +$122K | 0.45% | 27 |
|
|
2023
Q1 | $2.86M | Buy |
42,733
+14,132
| +49% | +$926K | 0.86% | 28 |
|
|
2022
Q4 | $1.76M | Sell |
28,601
-5,520
| -16% | -$325K | 0.55% | 49 |
|
|
2022
Q3 | $1.82M | Sell |
34,121
-5,952
| -15% | -$350K | 0.63% | 43 |
|
|
2022
Q2 | $2.35M | Buy |
40,073
+97
| +0.2% | +$6.22K | 0.75% | 28 |
|
|
2022
Q1 | $2.78M | Buy |
39,976
+3,769
| +10% | +$267K | 0.78% | 27 |
|
|
2021
Q4 | $2.7M | Buy |
36,207
+5,782
| +19% | +$435K | 0.72% | 33 |
|
|
2021
Q3 | $2.26M | Buy |
30,425
+3,585
| +13% | +$273K | 0.66% | 38 |
|
|
2021
Q2 | $2.01M | Buy |
26,840
+4,151
| +18% | +$313K | 0.59% | 46 |
|
|
2021
Q1 | $1.64M | Sell |
22,689
-574
| -2% | -$41K | 0.52% | 58 |
|
|
2020
Q4 | $1.61M | Sell |
23,263
-2,934
| -11% | -$190K | 0.43% | 56 |
|
|
2020
Q3 | $1.58M | Buy |
26,197
+20
| +0.1% | +$1.21K | 0.62% | 44 |
|
|
2020
Q2 | $1.5M | Sell |
26,177
-1,992
| -7% | -$108K | 0.64% | 41 |
|
|
2020
Q1 | $1.41M | Sell |
28,169
-4,748
| -14% | -$283K | 0.73% | 39 |
|
|
2019
Q4 | $2.15M | Sell |
32,917
-976
| -3% | -$61.9K | 0.8% | 35 |
|
|
2019
Q3 | $2.07M | Sell |
33,893
-113
| -0.3% | -$6.82K | 0.84% | 34 |
|
|
2019
Q2 | $2.09M | Sell |
34,006
-1,555
| -4% | -$95.3K | 0.85% | 32 |
|
|
2019
Q1 | $2.16M | Sell |
35,561
-6,721
| -16% | -$397K | 0.93% | 29 |
|
|
2018
Q4 | $2.33M | Sell |
42,282
-28,028
| -40% | -$1.64M | 1.1% | 20 |
|
|
2018
Q3 | $4.5M | Sell |
70,310
-2,112
| -3% | -$135K | 1.72% | 7 |
|
|
2018
Q2 | $4.59M | Buy |
72,422
+1,997
| +3% | +$132K | 1.84% | 7 |
|
|
2018
Q1 | $4.64M | Buy |
70,425
+8,579
| +14% | +$576K | 1.9% | 5 |
|
|
2017
Q4 | $4.09M | Sell |
61,846
-557
| -0.9% | -$36.3K | 1.62% | 7 |
|
|
2017
Q3 | $4M | Buy |
62,403
+20,459
| +49% | +$1.28M | 1.62% | 8 |
|
|
2017
Q2 | $2.65M | Buy |
+41,944
| New | +$2.53M | 1.07% | 20 |
|
Other funds holding IEFA
Patten Group's IEFA Position: Q1 2026 in Review
Patten Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q1 2026, buying an estimated $68.7K and bringing the position to 51,413 shares worth $4.65M. The position accounts for 0.81% of the portfolio, ranked #25.
Patten Group first reported a position in IEFA in Q2 2017 and has held it in 36 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Patten Group held 51,413 shares of iShares Core MSCI EAFE ETF worth $4.65M as of Q1 2026.
- Patten Group bought 736 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $68.7K.
- iShares Core MSCI EAFE ETF made up 0.81% of Patten Group's portfolio in Q1 2026, its #25 holding.
- Patten Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 36 quarters since.
- 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.