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

NewEdge Advisors, LLC holds 2.4M shares of EFV (ISHARES TR), worth $181.7M as of 2026-Q1. The position was increased (+20.0% shares). EFV represents 0.7% of NewEdge Advisors, LLC's portfolio.

Current Value

$181.7M

Current Shares

2.4M

Total Value Change

+$141.4M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.4M
+20.0%
$181.7M0.7%$75.72
51
2025-Q4
Decreased
2M
-8.6%
$145.4M0.5%$71.68
0
2025-Q3
Decreased
2.2M
-11.6%
$151M0.7%$66.07
0
2025-Q2
Increased
2.5M
+52.4%
$159.8M0.8%$62.08
60
2025-Q1
Decreased
1.7M
-23.0%
$97.4M0.6%$56.91
0
2024-Q4
Increased
2.1M
+22.2%
$112.5M0.7%$50.13
51
2024-Q3
Increased
1.8M
+131.2%
$101M0.7%$54.42
68
2024-Q2
Decreased
759,155
-12.0%
$40.3M0.3%$49.90
0

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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