Circle Wealth Management, LLC's ownership history for IEF

Circle Wealth Management, LLC currently holds 23.2K shares with a market value of $2.2M. It started holding IEF on 2024-09-30. At its peak, it held 48.9K shares on 2024-09-30. Its highest holding value was $4.8M on 2024-09-30. At its lowest, it held 23.2K shares on 2025-12-31, with a value of $2.2M on 2025-12-31. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 17.9K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 19.0K.