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EFV
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Position history for OneDigital Investment Advisors LLC's holdings in ISHARES TR

OneDigital Investment Advisors LLC holds 1.9M shares of EFV (ISHARES TR), worth $142.9M as of 2026-Q1. The position was increased (+1.2% shares). EFV represents 1.4% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$142.9M

Current Shares

1.9M

Total Value Change

+$72.9M

Total Shares Change

+602,666

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.9M
+1.2%
$142.9M1.4%$75.72
48
2025-Q4
Decreased
1.9M
-13.6%
$135.7M1.3%$71.68
0
2025-Q3
Decreased
2.2M
-11.3%
$149.1M1.5%$66.07
0
2025-Q2
Increased
2.5M
+37.1%
$157.4M1.7%$62.08
63
2025-Q1
Decreased
1.8M
-24.7%
$106.6M1.3%$56.91
0
2024-Q4
Decreased
2.4M
-7.1%
$126M1.5%$50.13
0
2024-Q3
Increased
2.6M
+95.9%
$148.7M1.7%$54.42
76
2024-Q2
Decreased
1.3M
-5.9%
$70M0.9%$49.90
0

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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