Easterly Investment Partners’s IDEX IEX Stock Holding History

Easterly Investment Partners’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	-11,079	Closed	-$1.8M	–	222
2025 Q3	$1.8M	Buy	+11,079	New	+$1.87M	0.12%	122

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

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

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

Easterly Investment Partners's IEX Position: Q4 2025 in Review

Easterly Investment Partners sold out of IDEX (IEX) in Q4 2025, closing a stake of 11,079 shares — an estimated $1.8M sold.

Easterly Investment Partners first reported a position in IEX in Q3 2025 and held it in 1 quarter. The position peaked at $1.8M in Q3 2025. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Easterly Investment Partners reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Easterly Investment Partners sold 11,079 IDEX shares in Q4 2025, an estimated $1.8M.
Easterly Investment Partners first reported a position in IDEX in Q3 2025 and held it in 1 quarter.
Easterly Investment Partners's IDEX position peaked at $1.8M in Q3 2025.
628 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Easterly Investment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.