Nichols & Pratt Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Nichols & Pratt Advisers’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	$49.6K	Hold	3,592	–	–	﹤0.01%	105
2025 Q4	$345K	Buy	+3,592	New	+$341K	0.02%	90
2024 Q2	–	Sell	-3,403	Closed	-$272K	–	103
2024 Q1	$272K	Sell	3,403 -106	-3%	-$8.11K	0.02%	94
2023 Q4	$264K	Sell	3,509 -400	-10%	-$28.3K	0.02%	93
2023 Q3	$269K	Buy	3,909 +859	+28%	+$61.5K	0.02%	98
2023 Q2	$221K	Sell	3,050 -9,105	-75%	-$661K	0.02%	106
2023 Q1	$869K	Sell	12,155 -2,360	-16%	-$165K	0.07%	72
2022 Q4	$953K	Buy	14,515 +700	+5%	+$43.9K	0.08%	68
2022 Q3	$773K	Sell	13,815 -500	-3%	-$31.2K	0.07%	69
2022 Q2	$894K	Hold	14,315	–	–	0.07%	68
2022 Q1	$1.05M	Sell	14,315 -200	-1%	-$15K	0.08%	67
2021 Q4	$1.14M	Sell	14,515 -1,200	-8%	-$95K	0.08%	65
2021 Q3	$1.23M	Buy	+15,715	New	+$1.26M	0.09%	65
2021 Q2	–	Sell	-15,715	Closed	-$1.19M	–	103
2021 Q1	$1.19M	Hold	15,715	–	–	0.09%	65
2020 Q4	$1.15M	Sell	15,715 -300	-2%	-$20.5K	0.09%	62
2020 Q3	$1.02M	Sell	16,015 -300	-2%	-$19.2K	0.09%	63
2020 Q2	$993K	Sell	16,315 -150	-0.9%	-$8.67K	0.09%	62
2020 Q1	$880K	Buy	16,465 +605	+4%	+$38.4K	0.09%	64
2019 Q4	$1.1M	Sell	15,860 -4,150	-21%	-$280K	0.09%	66
2019 Q3	$1.3M	Sell	20,010 -2,100	-9%	-$135K	0.11%	64
2019 Q2	$1.45M	Sell	22,110 -1,299	-6%	-$85K	0.12%	62
2019 Q1	$1.52M	Hold	23,409	–	–	0.13%	58
2018 Q4	$1.38M	Sell	23,409 -551	-2%	-$34.4K	0.13%	57
2018 Q3	$1.63M	Hold	23,960	–	–	0.14%	56
2018 Q2	$1.6M	Hold	23,960	–	–	0.14%	54
2018 Q1	$1.67M	Hold	23,960	–	–	0.15%	54
2017 Q4	$1.69M	Buy	23,960 +65	+0.3%	+$4.52K	0.15%	53
2017 Q3	$1.64M	Hold	23,895	–	–	0.15%	54
2017 Q2	$1.56M	Hold	23,895	–	–	0.14%	55
2017 Q1	$1.49M	Sell	23,895 -1,300	-5%	-$78.6K	0.14%	53
2016 Q4	$1.46M	Sell	25,195 -875	-3%	-$50.5K	0.14%	54
2016 Q3	$1.54M	Sell	26,070 -5,436	-17%	-$315K	0.14%	53
2016 Q2	$1.76M	Hold	31,506	–	–	0.16%	56
2016 Q1	$1.8M	Sell	31,506 -600	-2%	-$33.1K	0.17%	56
2015 Q4	$1.89M	Sell	32,106 -375	-1%	-$22.6K	0.18%	57
2015 Q3	$1.86M	Buy	32,481 +1,000	+3%	+$61.7K	0.19%	55
2015 Q2	$2M	Sell	31,481 -75	-0.2%	-$4.99K	0.19%	56
2015 Q1	$2.02M	Sell	31,556 -700	-2%	-$44.1K	0.18%	58
2014 Q4	$1.96M	Sell	32,256 -400	-1%	-$25K	0.17%	59
2014 Q3	$2.09M	Sell	32,656 -1,225	-4%	-$81.7K	0.19%	58
2014 Q2	$2.32M	Buy	33,881 +13,031	+62%	+$893K	0.2%	57
2014 Q1	$1.4M	Sell	20,850 -4,935	-19%	-$326K	0.13%	64
2013 Q4	$1.73M	Buy	25,785 +1,250	+5%	+$81.7K	0.16%	56
2013 Q3	$1.57M	Sell	24,535 -1,625	-6%	-$99.6K	0.16%	57
2013 Q2	$1.5M	Buy	+26,160	New	+$1.58M	0.16%	58

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nichols & Pratt Advisers's EFA Position: Q1 2026 in Review

Nichols & Pratt Advisers held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,592 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Nichols & Pratt Advisers first reported a position in EFA in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.32M in Q2 2014. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Nichols & Pratt Advisers held 3,592 shares of iShares MSCI EAFE ETF worth $49.6K as of Q1 2026.
Nichols & Pratt Advisers left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #105 holding.
Nichols & Pratt Advisers first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 45 quarters since.
Nichols & Pratt Advisers's iShares MSCI EAFE ETF position peaked at $2.32M in Q2 2014.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.