Edgestream Partners’s IDEX IEX Stock Holding History

Edgestream 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 Q3	–	Sell	-31,050	Closed	-$5.45M	–	968
2025 Q2	$5.45M	Buy	31,050 +17,455	+128%	+$3.09M	0.15%	273
2025 Q1	$2.46M	Buy	13,595 +12,081	+798%	+$2.4M	0.08%	434
2024 Q4	$317K	Buy	+1,514	New	+$331K	0.01%	753
2024 Q1	–	Sell	-13,127	Closed	-$2.85M	–	908
2023 Q4	$2.85M	Buy	+13,127	New	+$2.65M	0.21%	153
2023 Q3	–	Sell	-4,406	Closed	-$948K	–	884
2023 Q2	$948K	Buy	4,406 +756	+21%	+$159K	0.09%	369
2023 Q1	$843K	Buy	+3,650	New	+$829K	0.09%	324
2022 Q2	–	Sell	-20,587	Closed	-$3.95M	–	562
2022 Q1	$3.95M	Buy	+20,587	New	+$4.18M	0.31%	97
2021 Q4	–	Sell	-9,620	Closed	-$1.99M	–	523
2021 Q3	$1.99M	Sell	9,620 -3,477	-27%	-$772K	0.12%	238
2021 Q2	$2.88M	Buy	13,097 +9,965	+318%	+$2.2M	0.17%	188
2021 Q1	$656K	Sell	3,132 -7,355	-70%	-$1.46M	0.04%	315
2020 Q4	$2.09M	Buy	+10,487	New	+$1.99M	0.11%	229

Other funds holding IEX

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

Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management

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

Impax Asset Management Group

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

VanEck Associates

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return