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

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 3.8M shares of USMV (ISHARES TR).

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

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's USMV position is worth $363M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling USMV?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC decreased their USMV position (-5.6% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy USMV?

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

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ENVESTNET ASSET MANAGEMENT INC

USMV
31 quarters

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

Current Value

$363M

Current Shares

3.8M

Total Value Change

-$295M

Total Shares Change

-8.8M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.8M	-5.6%	$363M	0.1%	$96.14	0
2026-Q1	Increased	4M	+14.5%	$369.6M	0.1%	$92.15	35
2025-Q4	Decreased	3.5M	-7.5%	$327.8M	0.1%	$93.18	0
2025-Q3	Decreased	3.8M	-19.7%	$357.9M	0.1%	$93.76	0
2025-Q2	Increased	4.7M	+1.8%	$440M	0.1%	$92.15	38
2025-Q1	Increased	4.6M	+2.5%	$431.3M	0.1%	$91.62	38
2024-Q4	Decreased	4.5M	-5.7%	$398.9M	0.1%	$86.55	0
2024-Q3	Decreased	4.8M	-4.1%	$435.1M	0.1%	$88.60	0
2024-Q2	Decreased	5M	-22.2%	$417.3M	0.1%	$81.11	0
2024-Q1	Decreased	6.4M	-58.8%	$534M	0.2%	$80.45	0
2023-Q4	Decreased	15.5M	-31.9%	$1.2B	0.5%	$74.78	0
2023-Q3	Decreased	22.7M	-16.4%	$1.6B	0.8%	$68.98	0
2023-Q2	Increased	27.2M	+6.8%	$2B	0.9%	$70.47	48
2023-Q1	Increased	25.5M	+12.5%	$1.9B	0.9%	$68.70	51
2022-Q4	Decreased	22.6M	-9.5%	$1.6B	0.8%	$67.78	0
2022-Q3	Increased	25M	+97.0%	$1.7B	0.9%	$61.85	72
2022-Q2	Decreased	12.7M	-3.3%	$891.8M	0.5%	$65.38	0
2022-Q1	Decreased	13.1M	-5.4%	$1B	0.5%	$72.01	0
2021-Q4	Increased	13.9M	+89.8%	$1.1B	0.6%	$74.84	71
2021-Q3	Increased	7.3M	+1.0%	$537.8M	0.3%	$67.78	38
2021-Q2	Decreased	7.2M	-27.6%	$533.1M	0.3%	$67.62	0
2021-Q1	Decreased	10M	-36.5%	$692.1M	0.4%	$63.38	0
2020-Q4	Increased	15.7M	+5.4%	$1.1B	0.8%	$61.93	47
2020-Q3	Increased	14.9M	+9.9%	$951.8M	0.8%	$57.88	49
2020-Q2	Decreased	13.6M	-13.0%	$823.6M	0.8%	$54.79	0
2020-Q1	Increased	15.6M	+22.7%	$843M	1.0%	$48.56	54
2019-Q4	Decreased	12.7M	-34.7%	$834.3M	0.9%	$58.62	0
2019-Q3	Increased	19.5M	+40.7%	$1.2B	1.4%	$56.94	67
2019-Q2	Increased	13.9M	+7.6%	$855M	1.1%	$54.59	54
2019-Q1	Increased	12.9M	+2.5%	$756.9M	1.0%	$51.73	51
2018-Q4	New	12.6M	-	$658M	1.0%	$45.91	72

Other major holders of USMV: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY

USMV31 quarters

USMV
31 quarters