Patten & Patten’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Patten & Patten’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Sell	4,385 -500	-10%	-$48K	0.02%	266
2026 Q1	$442K	Buy	4,885 +24	+0.5%	+$2.24K	0.03%	251
2025 Q4	$435K	Hold	4,861	–	–	0.03%	252
2025 Q3	$424K	Buy	+4,861	New	+$413K	0.02%	258
2024 Q1	–	Sell	-3,336	Closed	-$235K	–	311
2023 Q4	$235K	Hold	3,336	–	–	0.02%	258
2023 Q3	$215K	Hold	3,336	–	–	0.02%	265
2023 Q2	$225K	Hold	3,336	–	–	0.02%	257
2023 Q1	$223K	Buy	+3,336	New	+$219K	0.02%	249
2021 Q2	–	Sell	-2,777	Closed	-$200K	–	277
2021 Q1	$200K	Buy	+2,777	New	+$198K	0.02%	265

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Patten & Patten reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, selling an estimated $48K and leaving 4,385 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #266.

Patten & Patten first reported a position in IEFA in Q1 2021 and has held it in 9 quarters since. The position peaked at $442K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Patten & Patten held 4,385 shares of iShares Core MSCI EAFE ETF worth $423K as of Q2 2026.
Patten & Patten sold 500 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $48K.
iShares Core MSCI EAFE ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #266 holding.
Patten & Patten first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 9 quarters since.
Patten & Patten's iShares Core MSCI EAFE ETF position peaked at $442K in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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