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EFVEFV
Showing 8 of 22 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

Yes. Newedge Group holds 1,235,409 shares of EFV, worth $94.6M, as of its Q2 2026 13F filing. It reduced the position by 1,208,166 shares (-49.4%) from Q1 2026. Newedge Group has held EFV since Q1 2021, across 22 quarterly 13F filings. EFV is 0.3% of Newedge Group's reported 13F portfolio.

Current Value

$94.6M

Current Shares

1.2M

Total Value Change

-$6.4M

Total Shares Change

-519,726

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-49.4%
$94.6M0.3%$76.55
0
2026-Q1
Increased
2.4M
+20.0%
$181.7M0.7%$72.43
51
2025-Q4
Decreased
2M
-8.6%
$145.4M0.5%$69.56
0
2025-Q3
Decreased
2.2M
-11.6%
$151M0.7%$64.61
0
2025-Q2
Increased
2.5M
+52.4%
$159.8M0.8%$60.46
60
2025-Q1
Decreased
1.7M
-23.0%
$97.4M0.6%$54.94
0
2024-Q4
Increased
2.1M
+22.2%
$112.5M0.7%$48.91
51
2024-Q3
Increased
1.8M
+131.2%
$101M0.7%$52.72
68

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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