Nisa Investment Advisors
IEFA icon

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

Nisa 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 		$6.65M Buy
73,485
+285
+0.4% +$26.6K 0.02% 339
2025
Q4 		$6.55M Buy
73,200
+1,800
+3% +$159K 0.02% 344
2025
Q3 		$6.23M Hold
71,400
– – 0.02% 358
2025
Q2 		$5.96M Buy
71,400
+9,600
+16% +$762K 0.03% 368
2025
Q1 		$4.68M Sell
61,800
-360,550
-85% -$27M 0.02% 424
2024
Q4 		$29.7M Buy
422,350
+362,350
+604% +$26.7M 0.12% 138
2024
Q3 		$4.68M Hold
60,000
– – 0.03% 449
2024
Q2 		$4.36M Buy
60,000
+1,930
+3% +$142K 0.03% 478
2024
Q1 		$4.31M Buy
58,070
+270
+0.5% +$19.2K 0.03% 483
2023
Q4 		$4.07M Buy
57,800
+3,350
+6% +$221K 0.03% 464
2023
Q3 		$3.5M Buy
54,450
+3,700
+7% +$248K 0.03% 507
2023
Q2 		$3.43M Buy
50,750
+4,050
+9% +$275K 0.03% 522
2023
Q1 		$3.12M Hold
46,700
– – 0.02% 533
2022
Q4 		$2.88M Buy
46,700
+1,400
+3% +$82.4K 0.02% 619
2022
Q3 		$2.39M Buy
45,300
+2,000
+5% +$118K 0.02% 582
2022
Q2 		$2.55M Buy
43,300
+1,725
+4% +$111K 0.02% 568
2022
Q1 		$2.89M Hold
41,575
– – 0.02% 560
2021
Q4 		$2.98M Buy
41,575
+1,665
+4% +$125K 0.02% 529
2021
Q3 		$2.96K Buy
39,910
+260
+0.7% +$19.8K 0.02% 597
2021
Q2 		$2.97K Buy
39,650
+1,050
+3% +$79.3K 0.02% 611
2021
Q1 		$2.78K Buy
38,600
+425
+1% +$30.4K 0.02% 632
2020
Q4 		$2.64M Buy
38,175
+675
+2% +$43.6K 0.02% 621
2020
Q3 		$2.26M Hold
37,500
– – 0.02% 572
2020
Q2 		$2.14M Buy
37,500
+17,700
+89% +$959K 0.02% 570
2020
Q1 		$988K Buy
19,800
+280
+1% +$16.7K 0.01% 704
2019
Q4 		$1.27M Buy
19,520
+11,420
+141% +$724K 0.01% 797
2019
Q3 		$495K Hold
8,100
– – ﹤0.01% 1096
2019
Q2 		$497K Sell
8,100
-203,210
-96% -$12.5M ﹤0.01% 1076
2019
Q1 		$12.8M Buy
211,310
+4,780
+2% +$282K 0.13% 176
2018
Q4 		$11.4M Sell
206,530
-506,096
-71% -$29.7M 0.13% 170
2018
Q3 		$45.7M Buy
712,626
+1,400
+0.2% +$89.3K 0.42% 50
2018
Q2 		$45.1M Hold
711,226
– – 0.46% 45
2018
Q1 		$46.9M Buy
711,226
+76,175
+12% +$5.12M 0.49% 45
2017
Q4 		$42M Buy
635,051
+633,031
+31,338% +$41.3M 0.43% 49
2017
Q3 		$130K Hold
2,020
– – ﹤0.01% 1330
2017
Q2 		$123K Buy
2,020
+1,070
+113% +$64.6K ﹤0.01% 1326
2017
Q1 		$55K Buy
950
+130
+16% +$7.31K ﹤0.01% 1431
2016
Q4 		$44K Buy
+820
New +$44K ﹤0.01% 1446

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

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

Nisa Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.39% in Q1 2026, buying an estimated $26.6K and bringing the position to 73,485 shares worth $6.65M. The position accounts for 0.02% of the portfolio, ranked #339.

Nisa Investment Advisors first reported a position in IEFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $46.9M in Q1 2018. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Nisa Investment Advisors held 73,485 shares of iShares Core MSCI EAFE ETF worth $6.65M as of Q1 2026.
  • Nisa Investment Advisors bought 285 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $26.6K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Nisa Investment Advisors's portfolio in Q1 2026, its #339 holding.
  • Nisa Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
  • Nisa Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $46.9M in Q1 2018.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.