Back to AE Wealth Management LLC AE Wealth Management LLC

IEFAIEFA
Showing 8 of 30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES CORE MSCI EAFE ETF

AE Wealth Management LLC holds 1.5M shares of IEFA (ISHARES CORE MSCI EAFE ETF), worth $143.6M as of 2026-Q2. The position was increased (+13.8% shares). IEFA represents 0.7% of AE Wealth Management LLC's 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: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used