Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR
Envestnet Portfolio Solutions, Inc. holds 1.1M shares of QUAL (ISHARES TR), worth $217.2M as of 2025-Q4. The position was decreased (-42.6% shares). QUAL represents 0.8% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$217.2M
Current Shares
1.1M
Total Value Change
-$313.3M
Total Shares Change
-2M
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 1.1M |
-42.6% |
| $217.2M |
| 0.8% |
| $200.10 |
0 |
| 2025-Q3 | Decreased | 1.9M | -20.5% | $370.6M | 1.4% | $192.77 | 0 |
| 2025-Q2 | Decreased | 2.4M | -6.2% | $438.4M | 1.6% | $180.59 | 0 |
| 2025-Q1 | Decreased | 2.6M | -20.6% | $436.9M | 1.7% | $168.31 | 0 |
| 2024-Q4 | Increased | 3.2M | +0.4% | $573.2M | 1.9% | $176.81 | 50 |
| 2024-Q3 | Increased | 3.2M | +3.3% | $575.1M | 1.9% | $176.39 | 51 |
| 2024-Q2 | Increased | 3.1M | +5.9% | $530.5M | 1.9% | $168.05 | 52 |