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
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 4.2M |
-42.7% |
| $315.5M |
| 1.7% |
| $75.72 |
0 |
| 2025-Q4 | Decreased | 7.4M | -5.3% | $528.5M | 1.9% | $71.68 | 0 |
| 2025-Q3 | Decreased | 7.8M | -12.8% | $530M | 2.0% | $66.07 | 0 |
| 2025-Q2 | Increased | 9M | +24.2% | $568.7M | 2.1% | $62.08 | 66 |
| 2025-Q1 | Decreased | 7.2M | -30.8% | $425.3M | 1.6% | $56.91 | 0 |
| 2024-Q4 | Increased | 10.4M | +5.8% | $547.2M | 1.8% | $50.13 | 52 |
| 2024-Q3 | Increased | 9.9M | +82.1% | $567M | 1.8% | $54.42 | 76 |
| 2024-Q2 | Decreased | 5.4M | -23.3% | $287M | 1.0% | $49.90 | 0 |