NB
IEFA icon

NBT Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NBT Bank’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 		$8.52M Buy
94,077
+7,882
+9% +$736K 0.56% 44
2025
Q4 		$7.71M Buy
86,195
+45
+0.1% +$3.98K 0.5% 50
2025
Q3 		$7.52M Sell
86,150
-270
-0.3% -$22.9K 0.49% 51
2025
Q2 		$7.21M Sell
86,420
-2,235
-3% -$177K 0.5% 54
2025
Q1 		$6.71M Sell
88,655
-28,170
-24% -$2.11M 0.48% 54
2024
Q4 		$8.21M Sell
116,825
-4,475
-4% -$330K 0.57% 46
2024
Q3 		$9.47M Sell
121,300
-2,035
-2% -$152K 0.64% 39
2024
Q2 		$8.96M Buy
123,335
+4,554
+4% +$335K 0.64% 39
2024
Q1 		$8.82M Sell
118,781
-4,336
-4% -$309K 0.65% 40
2023
Q4 		$8.66M Sell
123,117
-5,010
-4% -$330K 0.68% 34
2023
Q3 		$8.24M Buy
128,127
+797
+0.6% +$53.4K 0.79% 32
2023
Q2 		$8.59M Sell
127,330
-12,180
-9% -$826K 1.23% 17
2023
Q1 		$9.33M Sell
139,510
-10,125
-7% -$664K 1.36% 14
2022
Q4 		$9.22M Buy
149,635
+3,590
+2% +$211K 1.34% 15
2022
Q3 		$7.69M Buy
146,045
+5,595
+4% +$329K 1.26% 17
2022
Q2 		$8.27M Sell
140,450
-19,680
-12% -$1.26M 1.26% 17
2022
Q1 		$11.1M Buy
160,130
+8,640
+6% +$611K 1.49% 14
2021
Q4 		$11.3M Buy
151,490
+490
+0.3% +$36.8K 1.45% 12
2021
Q3 		$11.2M Buy
151,000
+3,427
+2% +$261K 1.56% 11
2021
Q2 		$11M Buy
147,573
+3,435
+2% +$259K 1.52% 11
2021
Q1 		$10.4M Buy
144,138
+11,995
+9% +$857K 1.49% 11
2020
Q4 		$9.13M Buy
132,143
+390
+0.3% +$25.2K 1.39% 13
2020
Q3 		$7.94M Buy
131,753
+52,110
+65% +$3.14M 1.32% 16
2020
Q2 		$4.55M Buy
79,643
+70,665
+787% +$3.83M 0.81% 33
2020
Q1 		$448K Buy
+8,978
New +$534K 0.09% 147
2018
Q3 		– Sell
-5,450
Closed -$345K – 190
2018
Q2 		$345K Hold
5,450
– – 0.06% 152
2018
Q1 		$359K Buy
+5,450
New +$366K 0.06% 157

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

NBT Bank's IEFA Position: Q1 2026 in Review

NBT Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.1% in Q1 2026, buying an estimated $736K and bringing the position to 94,077 shares worth $8.52M. The position accounts for 0.56% of the portfolio, ranked #44.

NBT Bank first reported a position in IEFA in Q1 2018 and has held it in 27 quarters since. The position peaked at $11.3M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • NBT Bank held 94,077 shares of iShares Core MSCI EAFE ETF worth $8.52M as of Q1 2026.
  • NBT Bank bought 7,882 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $736K.
  • iShares Core MSCI EAFE ETF made up 0.56% of NBT Bank's portfolio in Q1 2026, its #44 holding.
  • NBT Bank first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 27 quarters since.
  • NBT Bank's iShares Core MSCI EAFE ETF position peaked at $11.3M in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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