NB
EFA icon

NBT Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

NBT Bank’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.53M Buy
77,539
+498
+0.6% +$49.8K 0.49% 54
2025
Q4 		$7.4M Sell
77,041
-14
-0% -$1.33K 0.48% 54
2025
Q3 		$7.19M Buy
77,055
+505
+0.7% +$45.9K 0.47% 55
2025
Q2 		$6.84M Sell
76,550
-1,120
-1% -$95.6K 0.47% 56
2025
Q1 		$6.35M Buy
77,670
+1,380
+2% +$111K 0.46% 57
2024
Q4 		$5.77M Sell
76,290
-194
-0.3% -$15.4K 0.4% 63
2024
Q3 		$6.4M Sell
76,484
-1,107
-1% -$89.1K 0.43% 60
2024
Q2 		$6.08M Sell
77,591
-467
-0.6% -$37K 0.43% 60
2024
Q1 		$6.23M Buy
78,058
+57
+0.1% +$4.36K 0.46% 56
2023
Q4 		$5.88M Buy
78,001
+1,973
+3% +$139K 0.46% 55
2023
Q3 		$5.24M Buy
76,028
+9,447
+14% +$677K 0.5% 51
2023
Q2 		$4.83M Sell
66,581
-1,496
-2% -$109K 0.69% 38
2023
Q1 		$4.87M Buy
68,077
+955
+1% +$66.8K 0.71% 40
2022
Q4 		$4.41M Buy
67,122
+1,483
+2% +$92.9K 0.64% 47
2022
Q3 		$3.68M Buy
65,639
+1,564
+2% +$97.5K 0.6% 48
2022
Q2 		$4M Sell
64,075
-415
-0.6% -$28.2K 0.61% 50
2022
Q1 		$4.75M Buy
64,490
+145
+0.2% +$10.8K 0.63% 48
2021
Q4 		$5.06M Sell
64,345
-3,085
-5% -$244K 0.65% 48
2021
Q3 		$5.26M Buy
67,430
+1,091
+2% +$87.3K 0.73% 40
2021
Q2 		$5.23M Buy
66,339
+814
+1% +$64.7K 0.72% 44
2021
Q1 		$4.97M Buy
65,525
+3,572
+6% +$269K 0.71% 44
2020
Q4 		$4.52M Sell
61,953
-995
-2% -$68K 0.69% 50
2020
Q3 		$4.01M Buy
62,948
+5,130
+9% +$328K 0.67% 48
2020
Q2 		$3.52M Sell
57,818
-640
-1% -$37K 0.63% 48
2020
Q1 		$3.13M Buy
58,458
+120
+0.2% +$7.62K 0.64% 47
2019
Q4 		$4.05M Sell
58,338
-2,751
-5% -$186K 0.64% 47
2019
Q3 		$3.98M Buy
61,089
+562
+0.9% +$36.2K 0.7% 43
2019
Q2 		$3.98M Buy
60,527
+846
+1% +$55.4K 0.71% 43
2019
Q1 		$3.87M Sell
59,681
-8,143
-12% -$513K 0.7% 44
2018
Q4 		$3.99M Sell
67,824
-3,785
-5% -$236K 0.64% 42
2018
Q3 		$4.87M Sell
71,609
-3,326
-4% -$225K 0.79% 40
2018
Q2 		$5.02M Sell
74,935
-20,446
-21% -$1.43M 0.9% 34
2018
Q1 		$6.65M Buy
95,381
+1,287
+1% +$91.8K 1.09% 26
2017
Q4 		$6.62M Buy
94,094
+4,586
+5% +$319K 1.04% 31
2017
Q3 		$6.13M Buy
89,508
+3,756
+4% +$251K 0.98% 33
2017
Q2 		$5.59M Sell
85,752
-726
-0.8% -$47K 0.91% 33
2017
Q1 		$5.39M Sell
86,478
-1,902
-2% -$115K 0.89% 34
2016
Q4 		$5.1M Buy
88,380
+6,914
+8% +$399K 0.88% 36
2016
Q3 		$4.82M Sell
81,466
-2,999
-4% -$174K 0.84% 43
2016
Q2 		$4.71M Buy
84,465
+2,140
+3% +$123K 0.82% 42
2016
Q1 		$4.71M Buy
82,325
+791
+1% +$43.6K 0.83% 42
2015
Q4 		$4.79M Sell
81,534
-1,377
-2% -$82.9K 0.86% 40
2015
Q3 		$4.75M Sell
82,911
-41,119
-33% -$2.54M 0.89% 37
2015
Q2 		$7.87M Buy
124,030
+1,474
+1% +$98.1K 1.29% 23
2015
Q1 		$7.86M Buy
122,556
+617
+0.5% +$38.8K 1.25% 23
2014
Q4 		$7.42M Sell
121,939
-2,922
-2% -$182K 1.16% 24
2014
Q3 		$8.01M Sell
124,861
-4,401
-3% -$294K 1.28% 21
2014
Q2 		$8.84M Sell
129,262
-2,486
-2% -$170K 1.34% 19
2014
Q1 		$8.85M Sell
131,748
-396
-0.3% -$26.2K 1.29% 20
2013
Q4 		$8.87M Buy
132,144
+7,928
+6% +$518K 1.27% 23
2013
Q3 		$7.92M Sell
124,216
-9,296
-7% -$570K 1.18% 22
2013
Q2 		$7.65M Buy
+133,512
New +$8.07M 1.15% 25

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NBT Bank's EFA Position: Q1 2026 in Review

NBT Bank increased its iShares MSCI EAFE ETF (EFA) stake by 0.65% in Q1 2026, buying an estimated $49.8K and bringing the position to 77,539 shares worth $7.53M. The position accounts for 0.49% of the portfolio, ranked #54.

NBT Bank first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.87M in Q4 2013. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • NBT Bank held 77,539 shares of iShares MSCI EAFE ETF worth $7.53M as of Q1 2026.
  • NBT Bank bought 498 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $49.8K.
  • iShares MSCI EAFE ETF made up 0.49% of NBT Bank's portfolio in Q1 2026, its #54 holding.
  • NBT Bank first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • NBT Bank's iShares MSCI EAFE ETF position peaked at $8.87M in Q4 2013.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.