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

ENVESTNET ASSET MANAGEMENT INC holds 4M shares of USMV (ISHARES TR), worth $369.6M as of 2026-Q1. The position was increased (+14.5% shares). USMV represents 0.1% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$369.6M

Current Shares

4M

Total Value Change

-$47.7M

Total Shares Change

-984,541

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4M
+14.5%
$369.6M0.1%$97.21
35
2025-Q4
Decreased
3.5M
-7.5%
$327.8M0.1%$94.95
0
2025-Q3
Decreased
3.8M
-19.7%
$357.9M0.1%$94.33
0
2025-Q2
Increased
4.7M
+1.8%
$440M0.1%$92.27
38
2025-Q1
Increased
4.6M
+2.5%
$431.3M0.1%$91.68
38
2024-Q4
Decreased
4.5M
-5.7%
$398.9M0.1%$87.40
0
2024-Q3
Decreased
4.8M
-4.1%
$435.1M0.1%$89.30
0
2024-Q2
Decreased
5M
-22.2%
$417.3M0.1%$81.96
0

Other major holders of USMV: MORGAN STANLEY

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