Position history for AE Wealth Management LLC's holdings in ISHARES TR
AE Wealth Management LLC holds 929,760 shares of EFV (ISHARES TR), worth $69.1M as of 2026-Q1. The position was decreased (-11.5% shares). EFV represents 0.4% of AE Wealth Management LLC's portfolio.
Current Value
$69.1M
Current Shares
929,760
Total Value Change
+$25.9M
Total Shares Change
+114,650
Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 929,760 |
-11.5% |
| $69.1M |
| 0.4% |
| $75.72 |
0 |
| 2025-Q4 | Increased | 1.1M | +1.0% | $75M | 0.4% | $71.68 | 36 |
| 2025-Q3 | Decreased | 1M | -3.0% | $70.6M | 0.4% | $66.07 | 0 |
| 2025-Q2 | Increased | 1.1M | +1.5% | $68.1M | 0.5% | $62.08 | 36 |
| 2025-Q1 | Decreased | 1.1M | -0.7% | $62.3M | 0.5% | $56.91 | 0 |
| 2024-Q4 | Increased | 1.1M | +5.6% | $55.8M | 0.5% | $50.13 | 37 |
| 2024-Q3 | Increased | 1M | +23.6% | $58M | 0.5% | $54.42 | 50 |
| 2024-Q2 | Increased | 815,110 | +6.8% | $43.2M | 0.4% | $49.90 | 37 |