Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 641,554 shares of IEFA (ISHARES TR), worth $57.4M as of 2025-Q4. The position was decreased (-2.7% shares). IEFA represents 0.7% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$57.4M
Current Shares
641,554
Total Value Change
+$8.3M
Total Shares Change
-34,012
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
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 |