Envestnet Portfolio Solutions, Inc. EFV Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares MSCI EAFE Value ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 7.22 Mil shares of iShares MSCI EAFE Value ETF(EFV), totaling $425.26 Mil. This investment constitutes 1.63% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 2.1% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 2 purchases of EFV, at an average price of $51.47, for a total of 14.54 Mil shares. In addition, there have been 4 sales at an average price of $54.33 for 7.33 Mil shares. Based on historical transaction data and EFV's current price of $63.63, Envestnet Portfolio Solutions, Inc.'s estimated gain on his EFV holdings is $108.64 Mil, reflecting a 14.52% gain to date.
Envestnet Portfolio Solutions, Inc. EFV ($63.63) Holding Chart
Envestnet Portfolio Solutions, Inc. EFV ($63.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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