Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 231,432 shares of IEFA (ISHARES TR), worth $21M as of 2026-Q1. The position was decreased (-1.6% shares). IEFA represents 0.7% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$21M
Current Shares
231,432
Total Value Change
+$12M
Total Shares Change
+108,847
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Decreased |
| 231,432 |
-1.6% |
| $21M |
| 0.7% |
| $93.48 |
0 |
| 2025-Q4 | Increased | 235,195 | +87.0% | $21M | 0.4% | $89.87 | 53 |
| 2025-Q3 | Decreased | 125,801 | -10.0% | $11M | 0.2% | $85.26 | 0 |
| 2025-Q2 | Increased | 139,759 | +42.0% | $11.7M | 0.3% | $81.73 | 45 |
| 2025-Q1 | Decreased | 98,404 | -11.5% | $7.4M | 0.2% | $73.63 | 0 |
| 2024-Q4 | Decreased | 111,242 | -13.0% | $7.8M | 0.2% | $67.77 | 0 |
| 2024-Q3 | Increased | 127,813 | +4.3% | $10M | 0.2% | $74.25 | 35 |
| 2024-Q2 | Increased | 122,585 | +5.2% | $8.9M | 0.2% | $68.93 | 35 |