Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 189,276 shares of EFG (ISHARES TR), worth $21.1M as of 2026-Q1. The position was increased (+32.0% shares). EFG represents 0.2% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$21.1M
Current Shares
189,276
Total Value Change
-$20.5M
Total Shares Change
-217,037
Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC
Increased |
| 189,276 |
+32.0% |
| $21.1M |
| 0.2% |
| $116.73 |
43 |
| 2025-Q4 | Decreased | 143,335 | -46.8% | $16.3M | 0.2% | $114.45 | 0 |
| 2025-Q3 | Decreased | 269,351 | -5.3% | $30.7M | 0.3% | $111.53 | 0 |
| 2025-Q2 | Increased | 284,493 | +1.2% | $31.9M | 0.3% | $109.97 | 35 |
| 2025-Q1 | Increased | 281,104 | +6.5% | $28.1M | 0.3% | $98.29 | 37 |
| 2024-Q4 | Decreased | 263,952 | -38.9% | $25.6M | 0.3% | $94.57 | 0 |
| 2024-Q3 | Increased | 431,644 | +6.2% | $46.5M | 0.6% | $104.45 | 44 |
| 2024-Q2 | Increased | 406,313 | +66.6% | $41.6M | 0.6% | $99.03 | 60 |