NICHOLS & PRATT ADVISERS LLP /MA quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, NICHOLS & PRATT ADVISERS LLP /MA opened 2 positions, added to 2, reduced 0, sold out of 0 and left 5 unchanged. The largest increase in value was IJR (+$963,717); the largest decrease was MDY (-$5,825,972).
- MDY: Country of operation —; Class UTSER1 S&PDCRP; Shares 2026-03-31 335; Shares 2026-06-30 335.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 327; Shares 2026-06-30 327.
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 1,500; Shares 2026-06-30 1,500.
- EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2026-03-31 3,592; Shares 2026-06-30 3,592.
Two Form 13F-HR filings compared (SEC CIK 1141781): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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