One Wealth Advisors’s IDEX IEX Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-267	Closed	-$61K	–	387
2022 Q4	$61K	Buy	+267	New	+$59.7K	0.01%	372
2019 Q2	–	Sell	-62	Closed	-$9K	–	286
2019 Q1	$9K	Buy	+62	New	+$8.77K	0.01%	324
2018 Q4	–	Sell	-202	Closed	-$30K	–	276
2018 Q3	$30K	Hold	202	–	–	0.02%	291
2018 Q2	$28K	Sell	202 -3	-1%	-$419	0.02%	290
2018 Q1	$29K	Sell	205 -15	-7%	-$2.09K	0.03%	280
2017 Q4	$29K	Buy	+220	New	+$28.3K	0.02%	305

Other funds holding IEX

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

One Wealth Advisors's IEX Position: Q1 2023 in Review

One Wealth Advisors sold out of IDEX (IEX) in Q1 2023, closing a stake of 267 shares — an estimated $61K sold.

One Wealth Advisors first reported a position in IEX in Q4 2017 and held it in 6 quarters. The position peaked at $61K in Q4 2022. 614 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

One Wealth Advisors reported no remaining IDEX position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 267 IDEX shares in Q1 2023, an estimated $61K.
One Wealth Advisors first reported a position in IDEX in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's IDEX position peaked at $61K in Q4 2022.
614 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.