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USMVUSMV
Showing 8 of 12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR

Yes. Envestnet Portfolio Solutions holds 90,916 shares of USMV, worth $8.8M, as of its Q2 2026 13F filing. It reduced the position by 9,460 shares (-9.4%) from Q1 2026. Envestnet Portfolio Solutions has held USMV in every 13F on record since Q3 2023, 12 quarterly filings.

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%$96.14
0
2026-Q1
Decreased
100,376
-63.1%
$9.3M0.1%$92.15
0
2025-Q4
Increased
271,919
+1.8%
$25.6M0.1%$93.18
29
2025-Q3
Decreased
267,224
-4.1%
$25.4M0.1%$93.76
0
2025-Q2
Increased
278,750
+5.3%
$26.2M0.1%$92.15
30
2025-Q1
Increased
264,838
+24.2%
$24.8M0.1%$91.62
35
2024-Q4
Decreased
213,303
-17.9%
$18.9M0.1%$86.55
0
2024-Q3
Increased
259,960
+8.1%
$23.7M0.1%$88.60
31

Other major holders of USMV: BANK OF AMERICA CORP /DE/

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