Nicolet Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $234K | Buy |
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