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EFV
8 quarters

Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR

Dynasty Wealth Management, LLC holds 3.5M shares of EFV (ISHARES TR), worth $261.9M as of 2026-Q1. The position was increased (+298.6% shares). EFV represents 2.3% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$261.9M

Current Shares

3.5M

Total Value Change

+$257.3M

Total Shares Change

+3.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.5M
+298.6%
$261.9M2.3%$75.72
85
2025-Q4
Decreased
883,762
-34.6%
$63.1M0.6%$71.68
0
2025-Q3
Increased
1.4M
+23.8%
$91.7M1.2%$66.07
57
2025-Q2
Decreased
1.1M
-7.6%
$69.3M1.2%$62.08
0
2025-Q1
Decreased
1.2M
-9.9%
$69.7M1.2%$56.91
0
2024-Q4
New
1.3M
-
$68.9M1.2%$50.13
68
2024-Q3
Exited
0
-100.0%
$00.0%$54.42
0
2024-Q2
Increased
86,319
+63.2%
$4.6M0.1%$49.90
47

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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