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IEFA
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Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR

Dynasty Wealth Management, LLC holds 5.9M shares of IEFA (ISHARES TR), worth $537.5M as of 2026-Q1. The position was increased (+14.6% shares). IEFA represents 4.7% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$537.5M

Current Shares

5.9M

Total Value Change

+$382.9M

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.9M
+14.6%
$537.5M4.7%$93.48
66
2025-Q4
Increased
5.2M
+44.8%
$463.6M4.6%$89.87
78
2025-Q3
Increased
3.6M
+19.1%
$312.5M4.2%$85.26
67
2025-Q2
Decreased
3M
-10.6%
$250.9M4.3%$81.73
0
2025-Q1
Decreased
3.4M
-8.3%
$254.2M4.2%$73.63
0
2024-Q4
Decreased
3.7M
-1.0%
$257.5M4.4%$67.77
0
2024-Q3
Increased
3.7M
+73.9%
$198.1M6.0%$74.25
89
2024-Q2
Decreased
2.1M
-25.9%
$154.6M4.6%$68.93
0

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

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