Position history for Corient Private Wealth LLC's holdings in ISHARES TR
Corient Private Wealth LLC holds 3.2M shares of IEFA (ISHARES TR), worth $283.9M as of 2025-Q4. The position was increased (++4.9% shares). IEFA represents 0.4% of Corient Private Wealth LLC's portfolio.
Current Value
$283.9M
Current Shares
3.2M
Total Value Change
+$181.8M
Total Shares Change
+1.8M
Other major holders of IEFA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 3.2M |
+4.9% |
| $283.9M |
| 0.4% |
| $89.87 |
39 |
| 2025-Q3 | Increased | 3M | +100.3% | $124.8M | 0.2% | $85.26 | 58 |
| 2025-Q2 | Increased | 1.5M | +8.8% | $99.3M | 0.1% | $81.73 | 39 |
| 2025-Q1 | Decreased | 1.4M | -1.9% | $105.3M | 0.2% | $73.63 | 0 |
| 2024-Q4 | Increased | 1.4M | +2.3% | $99.2M | 0.2% | $67.77 | 37 |
| 2024-Q3 | Decreased | 1.4M | -1.2% | $84.3M | 0.1% | $74.25 | 0 |
| 2024-Q2 | Decreased | 1.4M | -4.2% | $102M | 0.2% | $68.93 | 0 |