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EFVEFV
12 quarters

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

Envestnet Portfolio Solutions, Inc. holds 1.8M shares of EFV (ISHARES MSCI EAFE VALUE ETF), worth $136.6M as of 2026-Q2. The position was decreased (-58.0% shares). EFV represents 0.7% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$136.6M

Current Shares

1.8M

Total Value Change

-$329.4M

Total Shares Change

-7.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.8M
-58.0%
$136.6M0.7%$76.55
0
2026-Q1
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
2024-Q1
Decreased
7.1M
-19.8%
$383.6M1.4%$49.76
0
2023-Q4
Decreased
8.8M
-7.6%
$458.2M1.9%$47.66
0
2023-Q3
New
9.5M
-
$466M2.2%$43.94
81

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

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