Envestnet Portfolio Solutions, Inc. Sells in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-669K
- 14.35%
$554.06 - $615.85 $371M - $412M
3.99M $2.24B
IEFA
Ishares Tr

ETFs
-6.59M
- 42.16%
$69.57 - $78.65 $459M - $518M
9.04M $684M
EFG
Msci Eafe Growth ETF

ETFs
-2.58M
- 60.98%
$96.1 - $106.37 $248M - $275M
1.65M $165M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.27M
- 24.58%
$44.72 - $46.25 $236M - $244M
16.2M $745M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-273K
- 13.02%
$507.05 - $563.67 $138M - $154M
1.82M $936M
IWY
Ishares Tr Russell 200 Growth

ETFs
-241K
- 4.49%
$210.19 - $243.33 $50.7M - $58.7M
5.12M $1.08B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.38M
- 23.59%
$92.45 - $106.69 $128M - $147M
4.47M $415M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.55M
- 26.29%
$48.06 - $53.73 $123M - $137M
7.16M $349M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-662K
- 20.57%
$168.16 - $186.21 $111M - $123M
2.56M $437M
EFV
Msci Eafe Value ETF

ETFs
-3.21M
- 30.81%
$51.88 - $60.73 $167M - $195M
7.22M $425M
MBB
Ishares Tr

ETFs
-1.2M
- 36.66%
$90.37 - $94.08 $109M - $113M
2.08M $195M
VTI
Vanguard Total Stock Market Et

ETFs
-328K
- 34.03%
$271.18 - $303.12 $88.8M - $99.3M
635K $175M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.64M
- 42.04%
$54.25 - $57.64 $88.9M - $94.5M
2.26M $125M
IYW
Ishares Dj Us Tech ETF

ETFs
-327K
- 26.02%
$140.44 - $166.79 $45.9M - $54.5M
928K $130M
MSFT
Microsoft Corp

Technology
-97K
- 17.55%
$375.39 - $447.2 $36.4M - $43.4M
456K $171M
MUB
Ishares National Muni Bond ETF

ETFs
-511K
- 10.57%
$104.71 - $107.69 $53.5M - $55M
4.32M $456M
SPY
Spdr S&P 500 ETF Trust

ETFs
-73.9K
- 23.28%
$551.42 - $612.93 $40.8M - $45.3M
244K $136M
AAPL
Apple Inc.

Technology
-111K
- 12.68%
$209.68 - $247.1 $23.3M - $27.4M
765K $170M
NVDA
Nvidia Corp

Technology
-139K
- 11.6%
$106.98 - $149.43 $14.8M - $20.7M
1.06M $114M
VXF
Vanguard Extended Market ETF

ETFs
-168K
- 19.02%
$170.36 - $201.04 $28.7M - $33.9M
717K $123M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-183K
- 26.6%
$196.12 - $229.48 $36M - $42.1M
506K $102M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-583K
- 25.75%
$71.17 - $73.66 $41.5M - $42.9M
1.68M $123M
AMZN
Amazon Com Inc

Consumer Cyclical
-101K
- 16.03%
$190.26 - $242.06 $19.3M - $24.5M
531K $101M
BNDX
Vanguard Total International B

ETFs
-626K
- 5.96%
$48.33 - $49.5 $30.3M - $31M
9.88M $482M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-972K
- 35.12%
$24.91 - $29.02 $24.2M - $28.2M
1.8M $45M
SPYG
Spdr Portfolio

ETFs
-280K
- 25.16%
$80.05 - $92.39 $22.4M - $25.9M
833K $67M
AVGO
Broadcom Inc.

Technology
-67.9K
- 23.79%
$167.43 - $244.7 $11.4M - $16.6M
218K $36.4M
VTV
Vanguard Value ETF

ETFs
-189K
- 16.86%
$167.73 - $179.21 $31.8M - $33.9M
934K $161M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-580K
- 25.62%
$58.01 - $64.46 $33.6M - $37.4M
1.68M $104M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-205K
- 40.69%
$120.24 - $134.3 $24.7M - $27.6M
299K $36.5M
GOOGL
Alphabet Inc.

Communication Services
-72.3K
- 15.44%
$154.33 - $206.19 $11.2M - $14.9M
396K $61.3M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-270K
- 56.32%
$94.86 - $97.12 $25.6M - $26.2M
209K $19.9M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-337K
- 23.25%
$59.79 - $67.15 $20.2M - $22.7M
1.11M $67.5M
VUG
Vanguard Growth ETF

ETFs
-29.6K
- 8.84%
$369.1 - $427.61 $10.9M - $12.7M
305K $113M
IWP
Ishares Russell Mid Cap Growth

ETFs
-47.5K
- 2.53%
$114.9 - $139.6 $5.46M - $6.63M
1.83M $215M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-354K
- 51.17%
$63.91 - $70.19 $22.6M - $24.8M
337K $22.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-22.7K
- 21.86%
$222.15 - $428.22 $5.05M - $9.74M
81.3K $21.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-299K
- 85.07%
$64.88 - $72.1 $19.4M - $21.5M
52.4K $3.45M
USXF
Ishares Esg Advanced Msci Usa

Technology
-319K
- 21.16%
$46.38 - $52.65 $14.8M - $16.8M
1.19M $55.5M
JPM
Jpmorgan Chase & CO

Financial Services
-83.2K
- 25.08%
$225.19 - $279.95 $18.7M - $23.3M
249K $61M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-121K
- 21.35%
$101.98 - $115.66 $12.3M - $14M
446K $45.6M
IEF
Ishares Barclays

ETFs
-179K
- 46.49%
$91.17 - $95.39 $16.3M - $17.1M
206K $19.6M
XLF
Financial Sector Spdr

ETFs
-338K
- 51.76%
$47.32 - $52.19 $16M - $17.6M
315K $15.7M
GOOG
Alphabet Inc.

Communication Services
-45.4K
- 17.8%
$156.06 - $207.71 $7.09M - $9.43M
210K $32.8M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-148K
- 23.6%
$75.92 - $84.67 $11.2M - $12.5M
478K $36.8M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-633K
- 25.0%
$22.42 - $23.22 $14.2M - $14.7M
1.9M $43.8M
META
Meta Platforms, Inc.

Communication Services
-20.2K
- 13.13%
$576.36 - $736.67 $11.6M - $14.9M
134K $77M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-532K
- 86.92%
$24.6 - $24.99 $13.1M - $13.3M
80K $2M
ACN
Accenture PLC

Technology
-25.3K
- 19.47%
$300.91 - $398.25 $7.63M - $10.1M
105K $32.7M
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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