Patten & Patten’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.09M | Buy |
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|
2025
Q2 | $3.78M | Buy |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $204K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $385K | Buy |
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|
2020
Q3 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $269K | Sell |
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|
2018
Q4 | $277K | Buy |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $268K | Buy |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $236K | Sell |
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|
2017
Q3 | $237K | Buy |
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|
2017
Q2 | $220K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $245K | Buy |
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|
2016
Q2 | $226K | Sell |
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|
2016
Q1 | $268K | Sell |
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|
2015
Q4 | $281K | Sell |
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|
2015
Q3 | $282K | Sell |
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|
2015
Q2 | $456K | Buy |
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|
2015
Q1 | $392K | Buy |
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|
2014
Q4 | $323K | Buy |
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|
2014
Q3 | $316K | Buy |
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|
2014
Q2 | $305K | Sell |
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|
2014
Q1 | $2.14M | Buy |
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|
2013
Q4 | $1.91M | Buy |
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|
2013
Q3 | $1.4M | Buy |
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|
2013
Q2 | $1.18M | Buy |
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