How many shares of EPP does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 70,878 shares of EPP (ISHARES INC).

What is ENVESTNET ASSET MANAGEMENT INC's EPP position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's EPP position is worth $3.8M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling EPP?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their EPP position (-0.7% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy EPP?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in EPP in 2018-Q4. They have held the position across 31 quarters.

Back to

ENVESTNET ASSET MANAGEMENT INC

EPP
31 quarters

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

Current Value

$3.8M

Current Shares

70,878

Total Value Change

-$910,050

Total Shares Change

-44,243

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	70,878	-0.7%	$3.8M	0.0%	$53.26	0
2026-Q1	Increased	71,344	+1.3%	$3.8M	0.0%	$54.98	27
2025-Q4	Increased	70,420	+4.5%	$3.6M	0.0%	$50.88	28
2025-Q3	Decreased	67,407	-3.8%	$3.5M	0.0%	$50.46	0
2025-Q2	Decreased	70,037	-3.1%	$3.5M	0.0%	$48.05	0
2025-Q1	Decreased	72,289	-35.8%	$3.2M	0.0%	$42.59	0
2024-Q4	Increased	112,523	+2.5%	$4.9M	0.0%	$42.26	28
2024-Q3	Increased	109,827	+4.7%	$5.4M	0.0%	$45.93	28
2024-Q2	Increased	104,889	+24.2%	$4.5M	0.0%	$40.51	33
2024-Q1	Decreased	84,439	-6.0%	$3.6M	0.0%	$39.69	0
2023-Q4	Increased	89,787	+5.9%	$3.9M	0.0%	$40.25	28
2023-Q3	Increased	84,784	+4.5%	$3.4M	0.0%	$36.06	28
2023-Q2	Decreased	81,135	-7.5%	$3.4M	0.0%	$38.00	0
2023-Q1	Decreased	87,735	-0.5%	$3.8M	0.0%	$38.88	0
2022-Q4	Increased	88,187	+14.1%	$3.8M	0.0%	$38.06	30
2022-Q3	Decreased	77,266	-3.0%	$2.9M	0.0%	$33.33	0
2022-Q2	Increased	79,642	+4.0%	$3.3M	0.0%	$36.71	28
2022-Q1	Decreased	76,593	-12.5%	$3.8M	0.0%	$42.61	0
2021-Q4	Decreased	87,561	-1.3%	$4.2M	0.0%	$40.93	0
2021-Q3	Decreased	88,689	-53.3%	$4.3M	0.0%	$40.14	0
2021-Q2	Increased	189,931	+77.1%	$9.8M	0.0%	$42.85	42
2021-Q1	Increased	107,253	+49.5%	$5.4M	0.0%	$41.14	37
2020-Q4	Decreased	71,749	-3.2%	$3.4M	0.0%	$39.26	0
2020-Q3	Decreased	74,131	-51.9%	$3M	0.0%	$32.77	0
2020-Q2	Increased	154,046	+76.2%	$6.1M	0.0%	$31.95	41
2020-Q1	Decreased	87,410	-80.5%	$3M	0.0%	$27.20	0
2019-Q4	Decreased	449,457	-7.5%	$20.8M	0.0%	$36.88	0
2019-Q3	Decreased	485,643	-21.2%	$21.7M	0.0%	$34.80	0
2019-Q2	Decreased	616,157	-17.4%	$29.1M	0.0%	$36.82	0
2019-Q1	Increased	746,342	+548.3%	$34.3M	0.0%	$35.13	47
2018-Q4	New	115,121	-	$4.7M	0.0%	$31.22	37

Other major holders of EPP: JPMORGAN CHASE & CO, BNP PARIBAS FINANCIAL MARKETS, GOLDMAN SACHS GROUP INC

EPP31 quarters

EPP
31 quarters