Back to Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc.

USMVUSMV
Showing 8 of 12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES EDGE MSCI MIN VOL US

Envestnet Portfolio Solutions, Inc. holds 90,916 shares of USMV (ISHARES EDGE MSCI MIN VOL US), worth $8.8M as of 2026-Q2. The position was decreased (-9.4% shares). USMV represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$8.8M

Current Shares

90,916

Total Value Change

-$15M

Total Shares Change

-169,044

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
90,916
-9.4%
$8.8M0.0%$96.46
0
2026-Q1
Decreased
100,376
-63.1%
$9.3M0.1%$97.21
0
2025-Q4
Increased
271,919
+1.8%
$25.6M0.1%$94.95
29
2025-Q3
Decreased
267,224
-4.1%
$25.4M0.1%$94.33
0
2025-Q2
Increased
278,750
+5.3%
$26.2M0.1%$92.27
30
2025-Q1
Increased
264,838
+24.2%
$24.8M0.1%$91.68
35
2024-Q4
Decreased
213,303
-17.9%
$18.9M0.1%$87.40
0
2024-Q3
Increased
259,960
+8.1%
$23.7M0.1%$89.30
31

Other major holders of USMV: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used