Moisand Fitzgerald Tamayo’s IDEX IEX Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-14	Closed	-$2.28K	–	547
2025 Q3	$2.28K	Hold	14	–	–	﹤0.01%	498
2025 Q2	$2.46K	Hold	14	–	–	﹤0.01%	490
2025 Q1	$2.53K	Hold	14	–	–	﹤0.01%	484
2024 Q4	$2.93K	Hold	14	–	–	﹤0.01%	477
2024 Q3	$3K	Hold	14	–	–	﹤0.01%	490
2024 Q2	$2.82K	Hold	14	–	–	﹤0.01%	463
2024 Q1	$3.42K	Hold	14	–	–	﹤0.01%	430
2023 Q4	$3.04K	Hold	14	–	–	﹤0.01%	480
2023 Q3	$2.91K	Hold	14	–	–	﹤0.01%	499
2023 Q2	$3.01K	Hold	14	–	–	﹤0.01%	472
2023 Q1	$3.23K	Hold	14	–	–	﹤0.01%	471
2022 Q4	$3.2K	Buy	+14	New	+$3.13K	﹤0.01%	468
2022 Q3	–	Sell	-12	Closed	-$2K	–	777
2022 Q2	$2K	Sell	12 -14	-54%	-$2.64K	﹤0.01%	415
2022 Q1	$5K	Buy	+26	New	+$5.27K	﹤0.01%	261

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 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

VanEck Associates

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

Impax Asset Management Group

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