Nicolet Advisory Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Nicolet Advisory Services’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$499K	Sell	7,031 -6,546	-48%	-$439K	0.03%	231
2025 Q3	$906K	Sell	13,577 -403	-3%	-$25.1K	0.07%	141
2025 Q2	$837K	Buy	13,980 +6,159	+79%	+$344K	0.07%	146
2025 Q1	$392K	Sell	7,821 -1,434	-15%	-$77.2K	0.04%	227
2024 Q4	$474K	Sell	9,255 -94,534	-91%	-$5.24M	0.04%	208
2024 Q3	$6.02M	Sell	103,789 -1,960	-2%	-$106K	0.57%	37
2024 Q2	$5.84M	Sell	105,749 -11,415	-10%	-$602K	0.56%	36
2024 Q1	$6.16M	Sell	117,164 -7,094	-6%	-$355K	0.63%	33
2023 Q4	$6.17M	Sell	124,258 -8,789	-7%	-$426K	0.66%	31
2023 Q3	$6.2M	Buy	133,047 +217	+0.2%	+$10.7K	0.69%	29
2023 Q2	$6.46M	Sell	132,830 -1,799	-1%	-$87.9K	0.71%	28
2023 Q1	$6.56M	Sell	134,629 -8,965	-6%	-$440K	0.76%	25
2022 Q4	$7.21M	Buy	143,594 +646	+0.5%	+$29.4K	0.95%	17
2022 Q3	$6.19M	Sell	142,948 -52,009	-27%	-$2.49M	1.01%	15
2022 Q2	$9.56M	Buy	194,957 +517	+0.3%	+$26.7K	1.42%	12
2022 Q1	$10.8M	Sell	194,440 -9,772	-5%	-$565K	1.41%	11
2021 Q4	$12.2M	Sell	204,212 -18,151	-8%	-$1.12M	1.5%	12
2021 Q3	$13.7M	Buy	222,363 +3,259	+1%	+$207K	1.74%	8
2021 Q2	$14.7M	Buy	219,104 +5,230	+2%	+$345K	1.91%	8
2021 Q1	$13.8M	Sell	213,874 -17,487	-8%	-$1.15M	1.93%	8
2020 Q4	$14.4M	Sell	231,361 -17,416	-7%	-$1M	2.01%	8
2020 Q3	$13.1M	Buy	248,777 +18,325	+8%	+$961K	2.04%	8
2020 Q2	$11M	Buy	230,452 +90,521	+65%	+$4.04M	1.69%	11
2020 Q1	$5.66M	Buy	139,931 +57,977	+71%	+$2.85M	1%	24
2019 Q4	$4.41M	Buy	81,954 +58,873	+255%	+$3.03M	0.69%	28
2019 Q3	$1.13M	Buy	+23,081	New	+$1.14M	0.17%	57

Other funds holding IEMG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Nicolet Advisory Services reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 48% in Q4 2025, selling an estimated $439K and leaving 7,031 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #231.

Nicolet Advisory Services first reported a position in IEMG in Q3 2019 and has held it in 26 quarters since. The position peaked at $14.7M in Q2 2021. 2,220 funds tracked by Wall St. Rank hold IEMG as of Q4 2025.

Nicolet Advisory Services held 7,031 shares of iShares Core MSCI Emerging Markets ETF worth $499K as of Q4 2025.
Nicolet Advisory Services sold 6,546 iShares Core MSCI Emerging Markets ETF shares in Q4 2025, an estimated $439K.
iShares Core MSCI Emerging Markets ETF made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #231 holding.
Nicolet Advisory Services first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 26 quarters since.
Nicolet Advisory Services's iShares Core MSCI Emerging Markets ETF position peaked at $14.7M in Q2 2021.
2,220 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q4 2025.

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