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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES MSCI EAFE GROWTH ETF

Envestnet Portfolio Solutions, Inc. holds 1.9M shares of EFG (ISHARES MSCI EAFE GROWTH ETF), worth $235.4M as of 2026-Q2. The position was increased (+2.8% shares). EFG represents 1.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$235.4M

Current Shares

1.9M

Total Value Change

-$144.1M

Total Shares Change

-1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.9M
+2.8%
$235.4M1.1%$124.42
50
2026-Q1
Increased
1.8M
+1491.8%
$204.9M1.1%$110.49
78
2025-Q4
Decreased
115,588
-48.8%
$13.2M0.0%$113.02
0
2025-Q3
Decreased
225,727
-85.0%
$25.7M0.1%$111.21
0
2025-Q2
Decreased
1.5M
-9.0%
$168.5M0.6%$109.37
0
2025-Q1
Decreased
1.7M
-61.0%
$165.3M0.6%$96.70
0
2024-Q4
Increased
4.2M
+20.1%
$410.1M1.3%$93.64
58
2024-Q3
Decreased
3.5M
-5.8%
$379.5M1.2%$103.38
0

Other major holders of EFG: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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