Patten & Patten’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $229K | Sell |
|
|||||
|
2018
Q2 | $273K | Hold |
|
|||||
|
2018
Q1 | $278K | Hold |
|
|||||
|
2017
Q4 | $280K | Sell |
|
|||||
|
2017
Q3 | $307K | Buy |
|
|||||
|
2017
Q2 | $278K | Buy |
|
|||||
|
2017
Q1 | $225K | Sell |
|
|||||
|
2016
Q4 | $225K | Sell |
|
|||||
|
2016
Q3 | $251K | Hold |
|
|||||
|
2016
Q2 | $240K | Hold |
|
|||||
|
2016
Q1 | $241K | Hold |
|
|||||
|
2015
Q4 | $246K | Hold |
|
|||||
|
2015
Q3 | $234K | Sell |
|
|||||
|
2015
Q2 | $260K | Sell |
|
|||||
|
2015
Q1 | $269K | Sell |
|
|||||
|
2014
Q4 | $261K | Sell |
|
|||||
|
2014
Q3 | $408K | Buy |
|
|||||
|
2014
Q2 | $404K | Sell |
|
|||||
|
2014
Q1 | $559K | Sell |
|
|||||
|
2013
Q4 | $665K | Sell |
|
|||||
|
2013
Q3 | $639K | Buy |
|
|||||
|
2013
Q2 | $568K | Buy |
|