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

Nichols & Pratt Advisers’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	$634K	Sell	7,000 -2,000	-22%	-$187K	0.04%	73
2025 Q4	$805K	Hold	9,000	–	–	0.05%	71
2025 Q3	$786K	Hold	9,000	–	–	0.05%	70
2025 Q2	$751K	Buy	+9,000	New	+$714K	0.05%	73
2021 Q1	–	Sell	-3,180	Closed	-$219K	–	102
2020 Q4	$219K	Sell	3,180 -840	-21%	-$54.3K	0.02%	100
2020 Q3	$243K	Hold	4,020	–	–	0.02%	92
2020 Q2	$230K	Hold	4,020	–	–	0.02%	90
2020 Q1	$200K	Sell	4,020 -765	-16%	-$45.5K	0.02%	91
2019 Q4	$312K	Buy	4,785 +800	+20%	+$50.7K	0.03%	88
2019 Q3	$244K	Sell	3,985 -3,650	-48%	-$220K	0.02%	96
2019 Q2	$470K	Sell	7,635 -400	-5%	-$24.5K	0.04%	85
2019 Q1	$491K	Sell	8,035 -600	-7%	-$35.4K	0.04%	84
2018 Q4	$475K	Sell	8,635 -850	-9%	-$49.9K	0.04%	83
2018 Q3	$608K	Sell	9,485 -415	-4%	-$26.5K	0.05%	86
2018 Q2	$628K	Buy	9,900 +1,870	+23%	+$124K	0.06%	83
2018 Q1	$529K	Buy	+8,030	New	+$539K	0.05%	84

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Nichols & Pratt Advisers reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 22% in Q1 2026, selling an estimated $187K and leaving 7,000 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #73.

Nichols & Pratt Advisers first reported a position in IEFA in Q1 2018 and has held it in 16 quarters since. The position peaked at $805K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Nichols & Pratt Advisers held 7,000 shares of iShares Core MSCI EAFE ETF worth $634K as of Q1 2026.
Nichols & Pratt Advisers sold 2,000 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $187K.
iShares Core MSCI EAFE ETF made up 0.04% of Nichols & Pratt Advisers's portfolio in Q1 2026, its #73 holding.
Nichols & Pratt Advisers first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 16 quarters since.
Nichols & Pratt Advisers's iShares Core MSCI EAFE ETF position peaked at $805K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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