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EFV
Showing 8 of 11 quarters

Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR

Envestnet Portfolio Solutions, Inc. holds 4.2M shares of EFV (ISHARES TR), worth $315.5M as of 2026-Q1. The position was decreased (-42.7% shares). EFV represents 1.7% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$315.5M

Current Shares

4.2M

Total Value Change

+$28.5M

Total Shares Change

-1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
4.2M
-42.7%
$315.5M1.7%$75.72
0
2025-Q4
Decreased
7.4M
-5.3%
$528.5M1.9%$71.68
0
2025-Q3
Decreased
7.8M
-12.8%
$530M2.0%$66.07
0
2025-Q2
Increased
9M
+24.2%
$568.7M2.1%$62.08
66
2025-Q1
Decreased
7.2M
-30.8%
$425.3M1.6%$56.91
0
2024-Q4
Increased
10.4M
+5.8%
$547.2M1.8%$50.13
52
2024-Q3
Increased
9.9M
+82.1%
$567M1.8%$54.42
76
2024-Q2
Decreased
5.4M
-23.3%
$287M1.0%$49.90
0

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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