Ownership history in CX Institutional · 28 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,022,536 | -55,783 | -5.2% | 2.73% | $91.5M | $89.46 |
| 2025 Q3 | ADDED | 1,078,319 | +897,305 | +495.7% | 2.86% | $94.1M | $85.66 |
| 2025 Q2 | REDUCED | 181,014 | -1,310,953 | -87.9% | 0.52% | $15.1M | $81.90 |
| 2025 Q1 | REDUCED | 1,491,967 | -429,264 | -22.3% | 4.26% | $112.9M | $72.91 |
As of 2025 Q4 — sorted by position size