Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 5.2M shares of IEFA (ISHARES TR), worth $463.6M as of 2025-Q4. The position was increased (++44.8% shares). IEFA represents 4.6% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$463.6M
Current Shares
5.2M
Total Value Change
+$309M
Total Shares Change
+3.1M
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 5.2M |
+44.8% |
| $463.6M |
| 4.6% |
| $89.87 |
78 |
| 2025-Q3 | Increased | 3.6M | +19.1% | $312.5M | 4.2% | $85.26 | 67 |
| 2025-Q2 | Decreased | 3M | -10.6% | $250.9M | 4.3% | $81.73 | 0 |
| 2025-Q1 | Decreased | 3.4M | -8.3% | $254.2M | 4.2% | $73.63 | 0 |
| 2024-Q4 | Decreased | 3.7M | -1.0% | $257.5M | 4.4% | $67.77 | 0 |
| 2024-Q3 | Increased | 3.7M | +73.9% | $198.1M | 6.0% | $74.25 | 89 |
| 2024-Q2 | Decreased | 2.1M | -25.9% | $154.6M | 4.6% | $68.93 | 0 |