Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR
Envestnet Portfolio Solutions, Inc. holds 7.4M shares of EFV (ISHARES TR), worth $528.5M as of 2025-Q4. The position was decreased (-5.3% shares). EFV represents 1.9% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$528.5M
Current Shares
7.4M
Total Value Change
+$241.4M
Total Shares Change
+2M
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
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 |