Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 1.3M shares of IEFA (ISHARES TR), worth $118.3M as of 2026-Q1. The position was increased (+30.1% shares). IEFA represents 0.6% of AE Wealth Management LLC's portfolio.
Current Value
$118.3M
Current Shares
1.3M
Total Value Change
+$105.9M
Total Shares Change
+1.1M
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 1.3M |
+30.1% |
| $118.3M |
| 0.6% |
| $93.48 |
54 |
| 2025-Q4 | Increased | 1M | +58.4% | $89.9M | 0.5% | $89.87 | 60 |
| 2025-Q3 | Increased | 634,380 | +20.3% | $55.4M | 0.4% | $85.26 | 42 |
| 2025-Q2 | Increased | 527,246 | +10.9% | $44M | 0.3% | $81.73 | 39 |
| 2025-Q1 | Decreased | 475,477 | -16.7% | $36M | 0.3% | $73.63 | 0 |
| 2024-Q4 | Increased | 570,984 | +2.1% | $40.1M | 0.3% | $67.77 | 35 |
| 2024-Q3 | Increased | 559,436 | +228.7% | $43.7M | 0.4% | $74.25 | 56 |
| 2024-Q2 | Decreased | 170,196 | -7.5% | $12.4M | 0.1% | $68.93 | 0 |