Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 2.9M shares of IEFA (ISHARES TR), worth $262.1M as of 2026-Q1. The position was increased (+2.1% shares). IEFA represents 1.3% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$262.1M
Current Shares
2.9M
Total Value Change
+$224.9M
Total Shares Change
+2.4M
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 2.9M |
+2.1% |
| $262.1M |
| 1.3% |
| $93.48 |
49 |
| 2025-Q4 | Decreased | 2.8M | -0.2% | $253.6M | 1.4% | $89.87 | 0 |
| 2025-Q3 | Increased | 2.8M | +243.8% | $247.9M | 1.4% | $85.26 | 78 |
| 2025-Q2 | Increased | 825,972 | +9.3% | $69M | 0.5% | $81.73 | 46 |
| 2025-Q1 | Increased | 755,503 | +5.2% | $57.2M | 0.5% | $73.63 | 44 |
| 2024-Q4 | Increased | 718,351 | +4.4% | $50.5M | 0.4% | $67.77 | 37 |
| 2024-Q3 | Increased | 688,137 | +34.3% | $53.7M | 0.5% | $74.25 | 45 |
| 2024-Q2 | Increased | 512,389 | +0.8% | $37.2M | 0.4% | $68.93 | 35 |