Ownership history in Patten Group, Inc. · 35 quarters on record
This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in iShares Core MSCI EAFE (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 50,677 | +1,505 | +3.1% | 0.84% | $4.5M | $89.46 |
| 2025 Q3 | ADDED | 49,172 | +8,639 | +21.3% | 0.84% | $4.3M | $85.66 |
| 2025 Q2 | ADDED | 40,533 | +2,939 | +7.8% | 0.71% | $3.4M | $81.90 |
| 2025 Q1 | ADDED | 37,594 | +1,240 | +3.4% | 0.65% | $2.8M | $72.91 |
| 2024 Q4 | REDUCED | 36,354 | -1,256 | -3.3% | 0.57% | $2.6M | $67.73 |
| 2024 Q3 | ADDED | 37,610 | +51 | +0.1% | 0.65% | $2.9M | $74.06 |
| 2024 Q2 | REDUCED | 37,559 | -1,731 | -4.4% | 0.64% | $2.7M | $68.93 |
| 2024 Q1 | REDUCED | 39,290 | -3,438 | -8.0% | 0.72% | $2.9M | $69.20 |
| 2023 Q4 | REDUCED | 42,728 | -638 | -1.5% | 0.82% | $3.0M | $65.59 |
| 2023 Q3 | REDUCED | 43,366 | -1,163 | -2.6% | 0.83% | $2.8M | $59.17 |
As of 2025 Q4 — sorted by position size