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
Q2 		$68.1K Sell
300
-100
-25% -$21.2K 0.24% 18
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ecofi Investissements's IEX Position: Q2 2026 in Review

Ecofi Investissements reduced its IDEX (IEX) stake by 25% in Q2 2026, selling an estimated $21.2K and leaving 300 shares worth $68.1K. The position accounts for 0.24% of the portfolio, ranked #18.

Ecofi Investissements first reported a position in IEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.3M in Q4 2024. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Ecofi Investissements held 300 shares of IDEX worth $68.1K as of Q2 2026.
  • Ecofi Investissements sold 100 IDEX shares in Q2 2026, an estimated $21.2K.
  • IDEX made up 0.24% of Ecofi Investissements's portfolio in Q2 2026, its #18 holding.
  • Ecofi Investissements first reported a position in IDEX in Q2 2024 and has held it in 9 quarters since.
  • Ecofi Investissements's IDEX position peaked at $8.3M in Q4 2024.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Ecofi Investissements's 13F filing for Q2 2026, filed 13 Aug 2026.