EI
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Ecofi Investissements’s IDEX IEX Stock Holding History

Ecofi Investissements’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
2026
Q1 		$75.8K Sell
400
-100
-20% -$19.7K 0.14% 35
2025
Q4 		$89K Sell
500
-25,600
-98% -$4.37M 0.06% 34
2025
Q3 		$4.25M Sell
26,100
-28,300
-52% -$4.78M 5.1% 11
2025
Q2 		$2.42M Buy
54,400
+14,250
+35% +$2.53M 2.69% 13
2025
Q1 		$6.21M Sell
40,150
-2,650
-6% -$528K 3.95% 13
2024
Q4 		$8.3M Buy
42,800
+850
+2% +$186K 5.13% 7
2024
Q3 		$7.35M Hold
41,950
– – 4.86% 10
2024
Q2 		$7.88M Buy
+41,950
New +$9.16M 4.38% 11

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ecofi Investissements's IEX Position: Q1 2026 in Review

Ecofi Investissements reduced its IDEX (IEX) stake by 20% in Q1 2026, selling an estimated $19.7K and leaving 400 shares worth $75.8K. The position accounts for 0.14% of the portfolio, ranked #35.

Ecofi Investissements first reported a position in IEX in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.3M in Q4 2024. 672 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Ecofi Investissements held 400 shares of IDEX worth $75.8K as of Q1 2026.
  • Ecofi Investissements sold 100 IDEX shares in Q1 2026, an estimated $19.7K.
  • IDEX made up 0.14% of Ecofi Investissements's portfolio in Q1 2026, its #35 holding.
  • Ecofi Investissements first reported a position in IDEX in Q2 2024 and has held it in 8 quarters since.
  • Ecofi Investissements's IDEX position peaked at $8.3M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Ecofi Investissements's 13F filing for Q1 2026, filed 14 May 2026.