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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$424K Buy
2024
Q1
Sell
2023
Q4
$235K Hold
2023
Q3
$215K Hold
2023
Q2
$225K Hold
2023
Q1
$223K Buy
2021
Q2
Sell
2021
Q1
$200K Buy