Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 2M shares of EFV (ISHARES TR), worth $145.4M as of 2025-Q4. The position was decreased (-8.6% shares). EFV represents 0.5% of NewEdge Advisors, LLC's portfolio.
Current Value
$145.4M
Current Shares
2M
Total Value Change
+$105.1M
Total Shares Change
+1.3M
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 2M |
-8.6% |
| $145.4M |
| 0.5% |
| $71.68 |
0 |
| 2025-Q3 | Decreased | 2.2M | -11.6% | $151M | 0.7% | $66.07 | 0 |
| 2025-Q2 | Increased | 2.5M | +52.4% | $159.8M | 0.8% | $62.08 | 60 |
| 2025-Q1 | Decreased | 1.7M | -23.0% | $97.4M | 0.6% | $56.91 | 0 |
| 2024-Q4 | Increased | 2.1M | +22.2% | $112.5M | 0.7% | $50.13 | 51 |
| 2024-Q3 | Increased | 1.8M | +131.2% | $101M | 0.7% | $54.42 | 68 |
| 2024-Q2 | Decreased | 759,155 | -12.0% | $40.3M | 0.3% | $49.90 | 0 |