Nicolet Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$955K Sell
10,308
-12,922
-56% -$1.14M 0.06% 145
2025
Q3
$2.05M Buy
23,230
+150
+0.6% +$12.7K 0.16% 77
2025
Q2
$1.89M Buy
23,080
+13,381
+138% +$1.06M 0.16% 77
2025
Q1
$694K Buy
9,699
+1,975
+26% +$148K 0.07% 156
2024
Q4
$539K Sell
7,724
-1,622
-17% -$120K 0.05% 185
2024
Q3
$715K Sell
9,346
-1,085
-10% -$81.2K 0.07% 154
2024
Q2
$778K Sell
10,431
-1,267
-11% -$93.2K 0.07% 130
2024
Q1
$864K Sell
11,698
-12
-0.1% -$854 0.09% 117
2023
Q4
$810K Buy
11,710
+271
+2% +$17.9K 0.09% 113
2023
Q3
$717K Buy
11,439
+841
+8% +$56.3K 0.08% 125
2023
Q2
$696K Sell
10,598
-180
-2% -$12.2K 0.08% 121
2023
Q1
$724K Buy
10,778
+5,480
+103% +$359K 0.08% 115
2022
Q4
$344K Buy
+5,298
New +$312K 0.05% 164

Other funds holding IEFA

Nicolet Advisory Services's IEFA Position: Q4 2025 in Review

Nicolet Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 56% in Q4 2025, selling an estimated $1.14M and leaving 10,308 shares worth $955K. The position accounts for 0.06% of the portfolio, ranked #145.

Nicolet Advisory Services first reported a position in IEFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.05M in Q3 2025. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Nicolet Advisory Services held 10,308 shares of iShares Core MSCI EAFE ETF worth $955K as of Q4 2025.
  • Nicolet Advisory Services sold 12,922 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $1.14M.
  • iShares Core MSCI EAFE ETF made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #145 holding.
  • Nicolet Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
  • Nicolet Advisory Services's iShares Core MSCI EAFE ETF position peaked at $2.05M in Q3 2025.
  • 2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.