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IEFA
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
701,674
+9.4%
$63.5M0.5%$93.48
46
2025-Q4
Decreased
641,554
-2.7%
$57.4M0.7%$89.87
0
2025-Q3
Increased
659,293
+3.3%
$57.6M0.5%$85.26
43
2025-Q2
Increased
638,006
+2.1%
$53.3M0.5%$81.73
42
2025-Q1
Decreased
625,076
-10.7%
$47.3M0.6%$73.63
0
2024-Q4
Increased
699,754
+0.3%
$49.2M0.6%$67.77
41
2024-Q3
Increased
697,762
+3.3%
$54.5M0.7%$74.25
43
2024-Q2
Decreased
675,566
-2.2%
$49.1M0.7%$68.93
0

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

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