Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR
Envestnet Portfolio Solutions, Inc. holds 1.8M shares of EFG (ISHARES TR), worth $204.9M as of 2026-Q1. The position was increased (+1491.8% shares). EFG represents 1.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$204.9M
Current Shares
1.8M
Total Value Change
-$177.9M
Total Shares Change
-1.9M
Other major holders of EFG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 1.8M |
+1491.8% |
| $204.9M |
| 1.1% |
| $116.73 |
78 |
| 2025-Q4 | Decreased | 115,588 | -48.8% | $13.2M | 0.0% | $114.45 | 0 |
| 2025-Q3 | Decreased | 225,727 | -85.0% | $25.7M | 0.1% | $111.53 | 0 |
| 2025-Q2 | Decreased | 1.5M | -9.0% | $168.5M | 0.6% | $109.97 | 0 |
| 2025-Q1 | Decreased | 1.7M | -61.0% | $165.3M | 0.6% | $98.29 | 0 |
| 2024-Q4 | Increased | 4.2M | +20.1% | $410.1M | 1.3% | $94.57 | 58 |
| 2024-Q3 | Decreased | 3.5M | -5.8% | $379.5M | 1.2% | $104.45 | 0 |
| 2024-Q2 | Increased | 3.7M | +60.9% | $382.8M | 1.3% | $99.03 | 71 |