GFPC
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Global Financial Private Client’s IDEX IEX Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-41
Closed -$7.42K – 858
2025
Q1 		$7.42K Buy
41
+23
+128% +$4.58K ﹤0.01% 630
2024
Q4 		$3.77K Buy
18
+3
+20% +$657 ﹤0.01% 662
2024
Q3 		$3.22K Hold
15
– – ﹤0.01% 685
2024
Q2 		$3.02K Hold
15
– – ﹤0.01% 542
2024
Q1 		$3.61K Hold
15
– – ﹤0.01% 545
2023
Q4 		$3.26K Hold
15
– – ﹤0.01% 551
2023
Q3 		$3.1K Hold
15
– – ﹤0.01% 539
2023
Q2 		$3.19K Hold
15
– – ﹤0.01% 538
2023
Q1 		$3.44K Hold
15
– – ﹤0.01% 534
2022
Q4 		$3.42K Hold
15
– – ﹤0.01% 518
2022
Q3 		$3.08K Hold
15
– – ﹤0.01% 502
2022
Q2 		$2.75K Hold
15
– – ﹤0.01% 492
2022
Q1 		$2.88K Hold
15
– – ﹤0.01% 504
2021
Q4 		$3.54K Hold
15
– – ﹤0.01% 477
2021
Q3 		$3.15K Hold
15
– – ﹤0.01% 432
2021
Q2 		$3.3K Hold
15
– – ﹤0.01% 435
2021
Q1 		$3.18K Hold
15
– – ﹤0.01% 389
2020
Q4 		$2.99K Hold
15
– – ﹤0.01% 385
2020
Q3 		$2.67K Hold
15
– – ﹤0.01% 374
2020
Q2 		$2.34K Hold
15
– – ﹤0.01% 433
2020
Q1 		$2K Hold
15
– – ﹤0.01% 446
2019
Q4 		$2.58K Buy
+15
New +$2.43K ﹤0.01% 456

Other funds holding IEX

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return