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HEFAHEFA
Showing 8 of 31 quarters

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

Yes. Envestnet holds 4,406,631 shares of HEFA, worth $206.8M, as of its Q2 2026 13F filing. It reduced the position by 185,251 shares (-4.0%) from Q1 2026. Envestnet has held HEFA in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$206.8M

Current Shares

4.4M

Total Value Change

-$52M

Total Shares Change

-2.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.4M
-4.0%
$206.8M0.0%$46.24
0
2026-Q1
Increased
4.6M
+216.9%
$195.1M0.1%$41.87
49
2025-Q4
Decreased
1.4M
-72.3%
$59.9M0.0%$40.75
0
2025-Q3
Decreased
5.2M
-26.2%
$207.3M0.1%$37.92
0
2025-Q2
Decreased
7.1M
-66.0%
$269.1M0.1%$35.73
0
2025-Q1
Increased
20.8M
+182.8%
$755.6M0.2%$34.16
61
2024-Q4
Increased
7.4M
+0.8%
$255.8M0.1%$32.71
31
2024-Q3
Decreased
7.3M
-64.4%
$258.8M0.1%$32.89
0

Other major holders of HEFA: GOLDMAN SACHS GROUP INC

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