Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 701,674 shares of IEFA (ISHARES TR), worth $63.5M as of 2026-Q1. The position was increased (+9.4% shares). IEFA represents 0.5% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$63.5M
Current Shares
701,674
Total Value Change
+$14.4M
Total Shares Change
+26,108
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 701,674 |
+9.4% |
| $63.5M |
| 0.5% |
| $93.48 |
46 |
| 2025-Q4 | Decreased | 641,554 | -2.7% | $57.4M | 0.7% | $89.87 | 0 |
| 2025-Q3 | Increased | 659,293 | +3.3% | $57.6M | 0.5% | $85.26 | 43 |
| 2025-Q2 | Increased | 638,006 | +2.1% | $53.3M | 0.5% | $81.73 | 42 |
| 2025-Q1 | Decreased | 625,076 | -10.7% | $47.3M | 0.6% | $73.63 | 0 |
| 2024-Q4 | Increased | 699,754 | +0.3% | $49.2M | 0.6% | $67.77 | 41 |
| 2024-Q3 | Increased | 697,762 | +3.3% | $54.5M | 0.7% | $74.25 | 43 |
| 2024-Q2 | Decreased | 675,566 | -2.2% | $49.1M | 0.7% | $68.93 | 0 |