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EFG
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+1491.8%
$204.9M1.1%$116.73
78
2025-Q4
Decreased
115,588
-48.8%
$13.2M0.0%$114.45
0
2025-Q3
Decreased
225,727
-85.0%
$25.7M0.1%$111.53
0
2025-Q2
Decreased
1.5M
-9.0%
$168.5M0.6%$109.97
0
2025-Q1
Decreased
1.7M
-61.0%
$165.3M0.6%$98.29
0
2024-Q4
Increased
4.2M
+20.1%
$410.1M1.3%$94.57
58
2024-Q3
Decreased
3.5M
-5.8%
$379.5M1.2%$104.45
0
2024-Q2
Increased
3.7M
+60.9%
$382.8M1.3%$99.03
71

Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC

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