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Patten & Patten’s iShares MSCI EAFE ETF EFA Stock Holding History

Patten & Patten’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.66M Buy
78,908
+15,326
+24% +$1.53M 0.46% 59
2025
Q4 		$6.11M Buy
63,582
+9,038
+17% +$857K 0.36% 73
2025
Q3 		$5.09M Buy
54,544
+12,205
+29% +$1.11M 0.3% 76
2025
Q2 		$3.78M Buy
42,339
+38,030
+883% +$3.25M 0.24% 84
2025
Q1 		$352K Buy
+4,309
New +$347K 0.02% 253
2024
Q3 		– Sell
-2,609
Closed -$204K – 319
2024
Q2 		$204K Buy
+2,609
New +$207K 0.01% 295
2023
Q4 		– Sell
-3,366
Closed -$232K – 288
2023
Q3 		$232K Hold
3,366
– – 0.02% 258
2023
Q2 		$244K Sell
3,366
-65
-2% -$4.72K 0.02% 250
2023
Q1 		$245K Hold
3,431
– – 0.02% 245
2022
Q4 		$225K Buy
+3,431
New +$215K 0.02% 248
2022
Q3 		– Sell
-3,431
Closed -$214K – 267
2022
Q2 		$214K Sell
3,431
-159
-4% -$10.8K 0.02% 261
2022
Q1 		$264K Sell
3,590
-33
-0.9% -$2.47K 0.02% 256
2021
Q4 		$285K Sell
3,623
-2,508
-41% -$199K 0.02% 247
2021
Q3 		$478K Buy
6,131
+785
+15% +$62.8K 0.04% 207
2021
Q2 		$422K Buy
5,346
+65
+1% +$5.16K 0.03% 215
2021
Q1 		$401K Hold
5,281
– – 0.03% 213
2020
Q4 		$385K Buy
5,281
+2,071
+65% +$142K 0.03% 204
2020
Q3 		$204K Buy
+3,210
New +$205K 0.02% 234
2020
Q1 		– Sell
-3,392
Closed -$236K – 233
2019
Q4 		$236K Hold
3,392
– – 0.02% 225
2019
Q3 		$221K Sell
3,392
-748
-18% -$48.2K 0.02% 223
2019
Q2 		$272K Hold
4,140
– – 0.03% 210
2019
Q1 		$269K Sell
4,140
-575
-12% -$36.2K 0.03% 205
2018
Q4 		$277K Buy
4,715
+793
+20% +$49.5K 0.03% 201
2018
Q3 		$267K Sell
3,922
-84
-2% -$5.67K 0.03% 212
2018
Q2 		$268K Buy
4,006
+682
+21% +$47.8K 0.03% 209
2018
Q1 		$232K Sell
3,324
-31
-0.9% -$2.21K 0.02% 221
2017
Q4 		$236K Sell
3,355
-100
-3% -$6.95K 0.02% 222
2017
Q3 		$237K Buy
3,455
+84
+2% +$5.62K 0.03% 227
2017
Q2 		$220K Buy
+3,371
New +$218K 0.02% 235
2016
Q4 		– Sell
-4,148
Closed -$245K – 222
2016
Q3 		$245K Buy
4,148
+93
+2% +$5.39K 0.03% 196
2016
Q2 		$226K Sell
4,055
-626
-13% -$36K 0.03% 202
2016
Q1 		$268K Sell
4,681
-100
-2% -$5.51K 0.04% 189
2015
Q4 		$281K Sell
4,781
-147
-3% -$8.85K 0.04% 190
2015
Q3 		$282K Sell
4,928
-2,246
-31% -$139K 0.04% 176
2015
Q2 		$456K Buy
7,174
+1,069
+18% +$71.2K 0.07% 162
2015
Q1 		$392K Buy
6,105
+800
+15% +$50.4K 0.06% 174
2014
Q4 		$323K Buy
5,305
+380
+8% +$23.7K 0.05% 172
2014
Q3 		$316K Buy
4,925
+467
+10% +$31.2K 0.05% 177
2014
Q2 		$305K Sell
4,458
-27,374
-86% -$1.88M 0.05% 174
2014
Q1 		$2.14M Buy
31,832
+3,310
+12% +$219K 0.29% 83
2013
Q4 		$1.91M Buy
28,522
+6,532
+30% +$427K 0.27% 85
2013
Q3 		$1.4M Buy
21,990
+1,358
+7% +$83.2K 0.22% 95
2013
Q2 		$1.18M Buy
+20,632
New +$1.25M 0.19% 107

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten & Patten's EFA Position: Q1 2026 in Review

Patten & Patten increased its iShares MSCI EAFE ETF (EFA) stake by 24% in Q1 2026, buying an estimated $1.53M and bringing the position to 78,908 shares worth $7.66M. The position accounts for 0.46% of the portfolio, ranked #59.

Patten & Patten first reported a position in EFA in Q2 2013 and has held it in 43 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Patten & Patten held 78,908 shares of iShares MSCI EAFE ETF worth $7.66M as of Q1 2026.
  • Patten & Patten bought 15,326 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.53M.
  • iShares MSCI EAFE ETF made up 0.46% of Patten & Patten's portfolio in Q1 2026, its #59 holding.
  • Patten & Patten first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 43 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.