Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 883,762 shares of EFV (ISHARES TR), worth $63.1M as of 2025-Q4. The position was decreased (-34.6% shares). EFV represents 0.6% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$63.1M
Current Shares
883,762
Total Value Change
+$58.5M
Total Shares Change
+797,443
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 883,762 |
-34.6% |
| $63.1M |
| 0.6% |
| $71.68 |
0 |
| 2025-Q3 | Increased | 1.4M | +23.8% | $91.7M | 1.2% | $66.07 | 57 |
| 2025-Q2 | Decreased | 1.1M | -7.6% | $69.3M | 1.2% | $62.08 | 0 |
| 2025-Q1 | Decreased | 1.2M | -9.9% | $69.7M | 1.2% | $56.91 | 0 |
| 2024-Q4 | New | 1.3M | - | $68.9M | 1.2% | $50.13 | 68 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $54.42 | 0 |
| 2024-Q2 | Increased | 86,319 | +63.2% | $4.6M | 0.1% | $49.90 | 47 |