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
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 5.9M |
+14.6% |
| $537.5M |
| 4.7% |
| $93.48 |
66 |
| 2025-Q4 | 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 |