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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES TR

Yes. AE Wealth Management holds 1,486,643 shares of IEFA, worth $143.6M, as of its Q2 2026 13F filing. It increased the position by 179,896 shares (+13.8%) from Q1 2026. AE Wealth Management has held IEFA in every 13F on record since Q1 2019, 30 quarterly filings. IEFA is 0.7% of AE Wealth Management's reported 13F portfolio.

Current Value

$143.6M

Current Shares

1.5M

Total Value Change

+$99.9M

Total Shares Change

+927,207

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+13.8%
$143.6M0.7%$96.58
48
2026-Q1
Increased
1.3M
+30.1%
$118.3M0.6%$89.07
54
2025-Q4
Increased
1M
+58.4%
$89.9M0.5%$88.02
60
2025-Q3
Increased
634,380
+20.3%
$55.4M0.4%$84.28
42
2025-Q2
Increased
527,246
+10.9%
$44M0.3%$80.58
39
2025-Q1
Decreased
475,477
-16.7%
$36M0.3%$71.73
0
2024-Q4
Increased
570,984
+2.1%
$40.1M0.3%$66.64
35
2024-Q3
Increased
559,436
+228.7%
$43.7M0.4%$72.87
56

Other major holders of IEFA: BANK OF AMERICA CORP /DE/

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