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EFG
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Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES TR

ENVESTNET ASSET MANAGEMENT INC holds 22.4M shares of EFG (ISHARES TR), worth $2.5B as of 2026-Q1. The position was increased (+742.5% shares). EFG represents 0.7% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$2.5B

Current Shares

22.4M

Total Value Change

-$226.2M

Total Shares Change

-4.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
22.4M
+742.5%
$2.5B0.7%$116.73
73
2025-Q4
Decreased
2.7M
-38.8%
$302.9M0.1%$114.45
0
2025-Q3
Decreased
4.3M
-74.3%
$494.4M0.1%$111.53
0
2025-Q2
Increased
16.9M
+0.6%
$1.9B0.6%$109.97
45
2025-Q1
Decreased
16.8M
-44.9%
$1.7B0.5%$98.29
0
2024-Q4
Increased
30.5M
+21.3%
$3B0.9%$94.57
54
2024-Q3
Decreased
25.2M
-5.4%
$2.7B0.9%$104.45
0
2024-Q2
Increased
26.6M
+57.4%
$2.7B0.9%$99.03
64

Other major holders of EFG: LPL Financial LLC, JONES FINANCIAL COMPANIES LLLP

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