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

Nicolet Bankshares’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 Q2	$26.9M	Buy	278,220 +1,248	+0.5%	+$120K	0.86%	26
2026 Q1	$25.1M	Buy	276,972 +273,338	+7,522%	+$25.5M	0.93%	23
2025 Q4	$325K	Buy	3,634 +454	+14%	+$40.1K	0.05%	182
2025 Q3	$278K	Hold	3,180	–	–	0.04%	190
2025 Q2	$265K	Buy	+3,180	New	+$252K	0.05%	187
2020 Q2	–	Sell	-4,075	Closed	-$203K	–	182
2020 Q1	$203K	Buy	+4,075	New	+$243K	0.09%	154

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Nicolet Bankshares's IEFA Position: Q2 2026 in Review

Nicolet Bankshares increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.45% in Q2 2026, buying an estimated $120K and bringing the position to 278,220 shares worth $26.9M. The position accounts for 0.86% of the portfolio, ranked #26.

Nicolet Bankshares first reported a position in IEFA in Q1 2020 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Nicolet Bankshares held 278,220 shares of iShares Core MSCI EAFE ETF worth $26.9M as of Q2 2026.
Nicolet Bankshares bought 1,248 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $120K.
iShares Core MSCI EAFE ETF made up 0.86% of Nicolet Bankshares's portfolio in Q2 2026, its #26 holding.
Nicolet Bankshares first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 6 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Nicolet Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.