Patton Albertson Miller Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.66M | Sell |
37,883
-1,097
| -3% | -$105K | 0.36% | 73 |
|
|
2026
Q1 | $3.53M | Sell |
38,980
-27
| -0.1% | -$2.52K | 0.42% | 71 |
|
|
2025
Q4 | $3.49M | Sell |
39,007
-973
| -2% | -$86K | 0.41% | 70 |
|
|
2025
Q3 | $3.49M | Sell |
39,980
-39
| -0.1% | -$3.31K | 0.42% | 73 |
|
|
2025
Q2 | $3.34M | Sell |
40,019
-677
| -2% | -$53.7K | 0.44% | 74 |
|
|
2025
Q1 | $3.08M | Sell |
40,696
-3,816
| -9% | -$285K | 0.46% | 75 |
|
|
2024
Q4 | $3.13M | Buy |
44,512
+172
| +0.4% | +$12.7K | 0.42% | 76 |
|
|
2024
Q3 | $3.46M | Sell |
44,340
-247
| -0.6% | -$18.5K | 0.47% | 75 |
|
|
2024
Q2 | $3.24M | Sell |
44,587
-1,403
| -3% | -$103K | 0.46% | 76 |
|
|
2024
Q1 | $3.41M | Sell |
45,990
-7,673
| -14% | -$546K | 0.51% | 73 |
|
|
2023
Q4 | $3.78M | Sell |
53,663
-148
| -0.3% | -$9.76K | 0.63% | 61 |
|
|
2023
Q3 | $3.46M | Sell |
53,811
-1,919
| -3% | -$128K | 0.68% | 56 |
|
|
2023
Q2 | $3.76M | Sell |
55,730
-8,347
| -13% | -$566K | 0.73% | 54 |
|
|
2023
Q1 | $4.28M | Sell |
64,077
-33,026
| -34% | -$2.17M | 0.78% | 41 |
|
|
2022
Q4 | $5.99M | Buy |
+97,103
| New | +$5.71M | 1.1% | 21 |
|
|
2022
Q1 | – | Sell |
-15,053
| Closed | -$1.12M | – | 251 |
|
|
2021
Q4 | $1.12M | Buy |
+15,053
| New | +$1.13M | 0.18% | 131 |
|
|
2020
Q3 | – | Sell |
-6,995
| Closed | -$400K | – | 208 |
|
|
2020
Q2 | $400K | Sell |
6,995
-51,539
| -88% | -$2.79M | 0.12% | 157 |
|
|
2020
Q1 | $2.92M | Sell |
58,534
-23,045
| -28% | -$1.37M | 0.99% | 22 |
|
|
2019
Q4 | $5.32M | Sell |
81,579
-127
| -0.2% | -$8.05K | 1.4% | 8 |
|
|
2019
Q3 | $4.99M | Sell |
81,706
-494
| -0.6% | -$29.8K | 1.41% | 9 |
|
|
2019
Q2 | $4.85M | Sell |
82,200
-16,713
| -17% | -$1.02M | 1.4% | 7 |
|
|
2019
Q1 | $6.01M | Sell |
98,913
-13,587
| -12% | -$802K | 3.05% | 3 |
|
|
2018
Q4 | $6.52M | Buy |
112,500
+104,869
| +1,374% | +$6.15M | 3.48% | 4 |
|
|
2018
Q3 | $438K | Sell |
7,631
-587
| -7% | -$37.4K | 0.22% | 97 |
|
|
2018
Q2 | $521K | Sell |
8,218
-7,686
| -48% | -$509K | 0.26% | 90 |
|
|
2018
Q1 | $1.05M | Sell |
15,904
-11,193
| -41% | -$752K | 0.47% | 69 |
|
|
2017
Q4 | $1.79M | Sell |
27,097
-3,185
| -11% | -$208K | 0.73% | 41 |
|
|
2017
Q3 | $1.94M | Sell |
30,282
-494
| -2% | -$30.9K | 0.85% | 30 |
|
|
2017
Q2 | $1.94M | Sell |
30,776
-2,016
| -6% | -$122K | 0.86% | 29 |
|
|
2017
Q1 | $1.99M | Buy |
32,792
+1,057
| +3% | +$59.4K | 0.82% | 34 |
|
|
2016
Q4 | $1.7M | Buy |
31,735
+568
| +2% | +$30.5K | 0.73% | 35 |
|
|
2016
Q3 | $1.72M | Buy |
+31,167
| New | +$1.68M | 0.76% | 35 |
|
Other funds holding IEFA
Patton Albertson Miller Group's IEFA Position: Q2 2026 in Review
Patton Albertson Miller Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q2 2026, selling an estimated $105K and leaving 37,883 shares worth $3.66M. The position accounts for 0.36% of the portfolio, ranked #73.
Patton Albertson Miller Group first reported a position in IEFA in Q3 2016 and has held it in 32 quarters since. The position peaked at $6.52M in Q4 2018. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Patton Albertson Miller Group held 37,883 shares of iShares Core MSCI EAFE ETF worth $3.66M as of Q2 2026.
- Patton Albertson Miller Group sold 1,097 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $105K.
- iShares Core MSCI EAFE ETF made up 0.36% of Patton Albertson Miller Group's portfolio in Q2 2026, its #73 holding.
- Patton Albertson Miller Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 32 quarters since.
- Patton Albertson Miller Group's iShares Core MSCI EAFE ETF position peaked at $6.52M in Q4 2018.
- 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.