Blueshift Asset Management’s IDEX IEX Stock Holding History

Blueshift Asset Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,313	Closed	-$214K	–	556
2025 Q3	$214K	Sell	1,313 -3,727	-74%	-$629K	0.07%	382
2025 Q2	$885K	Buy	5,040 +1,943	+63%	+$344K	0.27%	81
2025 Q1	$560K	Buy	3,097 +1,673	+117%	+$333K	0.22%	127
2024 Q4	$298K	Buy	+1,424	New	+$312K	0.11%	256
2024 Q3	–	Sell	-3,335	Closed	-$671K	–	416
2024 Q2	$671K	Buy	+3,335	New	+$729K	0.23%	122
2023 Q3	–	Sell	-963	Closed	-$207K	–	350
2023 Q2	$207K	Buy	+963	New	+$202K	0.08%	296
2021 Q2	–	Sell	-4,314	Closed	-$903K	–	1032
2021 Q1	$903K	Buy	+4,314	New	+$855K	0.09%	297
2019 Q4	–	Sell	-3,602	Closed	-$590K	–	897
2019 Q3	$590K	Buy	+3,602	New	+$598K	0.09%	325
2019 Q2	–	Sell	-1,357	Closed	-$206K	–	818
2019 Q1	$206K	Buy	+1,357	New	+$192K	0.03%	617

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Primecap Management

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management

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Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return