EF
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Empowered Funds’s IDEX IEX Stock Holding History

Empowered Funds’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 		$1.6M Buy
8,418
+4,116
+96% +$813K 0.01% 1220
2025
Q4 		$765K Sell
4,302
-11,952
-74% -$2.04M 0.01% 685
2025
Q3 		$2.65M Buy
16,254
+11,776
+263% +$1.99M 0.03% 777
2025
Q2 		$786K Buy
4,478
+2,832
+172% +$502K 0.01% 1162
2025
Q1 		$298K Buy
1,646
+54
+3% +$10.8K ﹤0.01% 1409
2024
Q4 		$333K Buy
1,592
+297
+23% +$65K ﹤0.01% 1339
2024
Q3 		$278K Buy
1,295
+73
+6% +$14.7K ﹤0.01% 1260
2024
Q2 		$246K Buy
1,222
+101
+9% +$22.1K ﹤0.01% 1252
2024
Q1 		$274K Buy
+1,121
New +$253K ﹤0.01% 1231

Other funds holding IEX

BlackRock
BlackRock New York $5.7T 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 $134B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return