MUFG Securities EMEA’s IDEX IEX Stock Holding History

MUFG Securities EMEA’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 Q2	$657K	Sell	2,897 -193	-6%	-$40.8K	0.01%	484
2026 Q1	$586K	Hold	3,090	–	–	0.01%	481
2025 Q4	$550K	Buy	3,090 +1,649	+114%	+$282K	0.01%	498
2025 Q3	$235K	Buy	1,441 +1,218	+546%	+$206K	0.01%	479
2025 Q2	$39.2K	Buy	+223	New	+$39.5K	﹤0.01%	475
2024 Q3	–	Sell	-17,799	Closed	-$3.58M	–	171
2024 Q2	$3.58M	Buy	+17,799	New	+$3.89M	0.15%	71
2020 Q3	–	Sell	-20,700	Closed	-$3.27M	–	423
2020 Q2	$3.27M	Sell	20,700 -15,100	-42%	-$2.31M	0.03%	253
2020 Q1	$4.94M	Buy	35,800 +22,748	+174%	+$3.57M	0.05%	200
2019 Q4	$2.25M	Hold	13,052	–	–	0.02%	370
2019 Q3	$2.14M	Sell	13,052 -3,664	-22%	-$608K	0.03%	234
2019 Q2	$2.88M	Buy	16,716 +2,216	+15%	+$348K	0.03%	239
2019 Q1	$2.2M	Buy	+14,500	New	+$2.05M	0.03%	301

Other funds holding IEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MUFG Securities EMEA's IEX Position: Q2 2026 in Review

MUFG Securities EMEA reduced its IDEX (IEX) stake by 6.2% in Q2 2026, selling an estimated $40.8K and leaving 2,897 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #484.

MUFG Securities EMEA first reported a position in IEX in Q1 2019 and has held it in 12 quarters since. The position peaked at $4.94M in Q1 2020. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

MUFG Securities EMEA held 2,897 shares of IDEX worth $657K as of Q2 2026.
MUFG Securities EMEA sold 193 IDEX shares in Q2 2026, an estimated $40.8K.
IDEX made up 0.01% of MUFG Securities EMEA's portfolio in Q2 2026, its #484 holding.
MUFG Securities EMEA first reported a position in IDEX in Q1 2019 and has held it in 12 quarters since.
MUFG Securities EMEA's IDEX position peaked at $4.94M in Q1 2020.
688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.