Modera Wealth Management, LLC: IEF position timeline

Modera Wealth Management, LLC held 106,091 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 106,091 shares

   Change vs previous 13F +105 shares

   0.11% of the 13F portfolio, value $10,033,024.

   13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 105,986 shares

   Change vs previous 13F +62,445 shares

   0.12% of the 13F portfolio, value $10,115,302.

   13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 43,541 shares

   Change vs previous 13F -392 shares

   0.05% of the 13F portfolio, value $4,186,903.

   13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 43,933 shares

   Change vs previous 13F +2 shares

   0.05% of the 13F portfolio, value $4,237,778.

   13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 43,931 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $4,207,272.

   13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).