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Patten & Patten’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Patten & Patten’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Hold
2,950
– – 0.02% 276
2026
Q1 		$329K Buy
2,950
+839
+40% +$98.7K 0.02% 282
2025
Q4 		$240K Buy
2,111
+25
+1% +$2.87K 0.01% 314
2025
Q3 		$238K Buy
+2,086
New +$232K 0.01% 313
2018
Q4 		– Sell
-2,864
Closed -$229K – 226
2018
Q3 		$229K Sell
2,864
-600
-17% -$47.8K 0.02% 226
2018
Q2 		$273K Hold
3,464
– – 0.03% 205
2018
Q1 		$278K Hold
3,464
– – 0.03% 207
2017
Q4 		$280K Sell
3,464
-500
-13% -$39.6K 0.03% 210
2017
Q3 		$307K Buy
3,964
+200
+5% +$15.2K 0.03% 206
2017
Q2 		$278K Buy
3,764
+520
+16% +$38K 0.03% 214
2017
Q1 		$225K Sell
3,244
-290
-8% -$19.4K 0.03% 224
2016
Q4 		$225K Sell
3,534
-135
-4% -$8.72K 0.03% 204
2016
Q3 		$251K Hold
3,669
– – 0.03% 195
2016
Q2 		$240K Hold
3,669
– – 0.03% 196
2016
Q1 		$241K Hold
3,669
– – 0.03% 195
2015
Q4 		$246K Hold
3,669
– – 0.03% 201
2015
Q3 		$234K Sell
3,669
-50
-1% -$3.41K 0.04% 187
2015
Q2 		$260K Sell
3,719
-125
-3% -$9.08K 0.04% 189
2015
Q1 		$269K Sell
3,844
-120
-3% -$8.2K 0.04% 185
2014
Q4 		$261K Sell
3,964
-2,033
-34% -$136K 0.04% 180
2014
Q3 		$408K Buy
5,997
+417
+7% +$29.5K 0.06% 163
2014
Q2 		$404K Sell
5,580
-2,300
-29% -$166K 0.07% 158
2014
Q1 		$559K Sell
7,880
-1,430
-15% -$100K 0.08% 178
2013
Q4 		$665K Sell
9,310
-65
-0.7% -$4.51K 0.09% 163
2013
Q3 		$639K Buy
9,375
+175
+2% +$11.5K 0.1% 156
2013
Q2 		$568K Buy
+9,200
New +$594K 0.09% 152

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Patten & Patten's EFG Position: Q2 2026 in Review

Patten & Patten held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,950 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #276.

Patten & Patten first reported a position in EFG in Q2 2013 and has held it in 26 quarters since. The position peaked at $665K in Q4 2013. 1,059 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Patten & Patten held 2,950 shares of iShares MSCI EAFE Growth ETF worth $367K as of Q2 2026.
  • Patten & Patten left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #276 holding.
  • Patten & Patten first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 26 quarters since.
  • Patten & Patten's iShares MSCI EAFE Growth ETF position peaked at $665K in Q4 2013.
  • 1,059 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.