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Choate Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Choate Investment Advisors’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
Q1 		$4.55M Buy
50,291
+5,820
+13% +$543K 0.09% 97
2025
Q4 		$3.98M Buy
44,471
+44
+0.1% +$3.89K 0.08% 98
2025
Q3 		$3.88M Buy
44,427
+17,444
+65% +$1.48M 0.08% 97
2025
Q2 		$2.25M Buy
26,983
+2,652
+11% +$210K 0.05% 131
2025
Q1 		$1.84M Sell
24,331
-856
-3% -$64K 0.05% 141
2024
Q4 		$1.77M Sell
25,187
-1,002
-4% -$73.9K 0.04% 148
2024
Q3 		$2.04M Sell
26,189
-29,545
-53% -$2.21M 0.05% 140
2024
Q2 		$4.05M Buy
55,734
+7,366
+15% +$542K 0.11% 89
2024
Q1 		$3.59M Buy
48,368
+7,082
+17% +$504K 0.1% 107
2023
Q4 		$2.9M Buy
41,286
+3,996
+11% +$263K 0.09% 111
2023
Q3 		$2.4M Buy
37,290
+24,820
+199% +$1.66M 0.09% 93
2023
Q2 		$842K Buy
12,470
+3,400
+37% +$231K 0.04% 155
2023
Q1 		$606K Buy
9,070
+2,055
+29% +$135K 0.03% 167
2022
Q4 		$432K Hold
7,015
– – 0.03% 195
2022
Q3 		$369K Sell
7,015
-336
-5% -$19.8K 0.02% 187
2022
Q2 		$433K Sell
7,351
-1,090
-13% -$69.9K 0.03% 179
2022
Q1 		$586K Buy
8,441
+324
+4% +$22.9K 0.03% 183
2021
Q4 		$606K Buy
8,117
+336
+4% +$25.3K 0.04% 166
2021
Q3 		$578K Buy
7,781
+766
+11% +$58.3K 0.04% 166
2021
Q2 		$525K Hold
7,015
– – 0.03% 176
2021
Q1 		$505K Hold
7,015
– – 0.03% 175
2020
Q4 		$485K Sell
7,015
-971
-12% -$62.8K 0.03% 164
2020
Q3 		$482K Sell
7,986
-733
-8% -$44.2K 0.03% 160
2020
Q2 		$498K Buy
8,719
+960
+12% +$52K 0.04% 148
2020
Q1 		$387K Sell
7,759
-48,119
-86% -$2.86M 0.03% 170
2019
Q4 		$3.65M Sell
55,878
-66,356
-54% -$4.21M 0.22% 56
2019
Q3 		$7.46M Sell
122,234
-620
-0.5% -$37.4K 0.46% 30
2019
Q2 		$7.54M Sell
122,854
-1,155
-0.9% -$70.8K 0.45% 31
2019
Q1 		$7.54M Sell
124,009
-688,067
-85% -$40.6M 0.45% 29
2018
Q4 		$44.7M Buy
812,076
+737,082
+983% +$43.2M 2.88% 7
2018
Q3 		$4.81M Buy
74,994
+1,623
+2% +$103K 0.27% 42
2018
Q2 		$4.65M Hold
73,371
– – 0.27% 45
2018
Q1 		$4.83M Hold
73,371
– – 0.26% 44
2017
Q4 		$4.85M Sell
73,371
-15,549
-17% -$1.01M 0.25% 50
2017
Q3 		$5.71M Hold
88,920
– – 0.31% 38
2017
Q2 		$5.41M Buy
88,920
+4,690
+6% +$283K 0.31% 40
2017
Q1 		$4.88M Hold
84,230
– – 0.29% 44
2016
Q4 		$4.52M Hold
84,230
– – 0.29% 41
2016
Q3 		$4.64M Buy
+84,230
New +$4.55M 0.3% 38

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Choate Investment Advisors's IEFA Position: Q1 2026 in Review

Choate Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q1 2026, buying an estimated $543K and bringing the position to 50,291 shares worth $4.55M. The position accounts for 0.09% of the portfolio, ranked #97.

Choate Investment Advisors first reported a position in IEFA in Q3 2016 and has held it in 39 quarters since. The position peaked at $44.7M in Q4 2018. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Choate Investment Advisors held 50,291 shares of iShares Core MSCI EAFE ETF worth $4.55M as of Q1 2026.
  • Choate Investment Advisors bought 5,820 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $543K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Choate Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • Choate Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 39 quarters since.
  • Choate Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $44.7M in Q4 2018.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.