Iams Wealth Management’s Equifax EFX Stock Holding History

Iams Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-974	Closed	-$250K	–	192
2025 Q3	$250K	Buy	+974	New	+$245K	0.1%	161

Other funds holding EFX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Iams Wealth Management's EFX Position: Q4 2025 in Review

Iams Wealth Management sold out of Equifax (EFX) in Q4 2025, closing a stake of 974 shares — an estimated $250K sold.

Iams Wealth Management first reported a position in EFX in Q3 2025 and held it in 1 quarter. The position peaked at $250K in Q3 2025. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Iams Wealth Management reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Iams Wealth Management sold 974 Equifax shares in Q4 2025, an estimated $250K.
Iams Wealth Management first reported a position in Equifax in Q3 2025 and held it in 1 quarter.
Iams Wealth Management's Equifax position peaked at $250K in Q3 2025.
895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.