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EPHEEPHE
14 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 25,098 shares of EPHE (ISHARES TR), worth $606,366 as of 2026-Q2. The position was increased (+11.7% shares). EPHE represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$606,366

Current Shares

25,098

Total Value Change

-$1.4M

Total Shares Change

-36,332

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
25,098
+11.7%
$606,3660.0%$24.16
27
2026-Q1
New
22,469
-
$557,8990.0%$26.64
34
2021-Q3
Exited
0
-100.0%
$00.0%$27.10
0
2021-Q2
Decreased
18,000
-12.4%
$557,0000.0%$28.88
0
2021-Q1
Decreased
20,557
-17.0%
$601,0000.0%$26.75
0
2020-Q4
Decreased
24,760
-13.0%
$810,0000.0%$29.92
0
2020-Q3
Decreased
28,453
-11.7%
$756,0000.0%$24.07
0
2020-Q2
Decreased
32,228
-11.5%
$867,0000.0%$24.63
0
2020-Q1
Decreased
36,421
-12.8%
$839,0000.0%$20.28
0
2019-Q4
Decreased
41,764
-10.5%
$1.4M0.0%$31.02
0
2019-Q3
Decreased
46,645
-8.5%
$1.6M0.0%$30.17
0
2019-Q2
Decreased
50,982
-15.4%
$1.8M0.0%$32.25
0
2019-Q1
Decreased
60,242
-1.9%
$2.1M0.0%$30.85
0
2018-Q4
New
61,430
-
$2M0.0%$29.00
36

Other major holders of EPHE: State of Tennessee, Department of Treasury

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