Envestnet Asset Management

Latest statistics and disclosures from Envestnet Asset Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Envestnet Asset Management

Envestnet Asset Management holds 3911 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Envestnet Asset Management has 3911 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 6.2 $11B 29M 379.15
Ishares Tr Esg Awr Msci Usa (ESGU) 2.7 $4.9B -4% 58M 83.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $4.4B +3% 13M 346.88
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $4.1B +2% 41M 101.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $3.9B +29% 51M 76.79
Ishares Tr Core Total Usd (IUSB) 2.2 $3.9B +5% 84M 46.82
Ishares Tr Us Treas Bd Etf (GOVT) 1.9 $3.4B 142M 23.90
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.9 $3.3B 82M 40.80
Vanguard Index Fds Value Etf (VTV) 1.5 $2.7B 20M 131.88
Ishares Tr Eafe Value Etf (EFV) 1.4 $2.5B +8% 58M 43.40
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $2.4B -3% 49M 49.54
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.2B -9% 38M 58.85
Vanguard Index Fds Growth Etf (VUG) 1.2 $2.1B 9.5M 222.89
Microsoft Corporation (MSFT) 1.0 $1.8B +4% 7.1M 256.83

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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.7B 22M 75.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $1.6B +399% 19M 83.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.5B 7.9M 188.62
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.5B +42% 13M 113.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.4B 4.9M 280.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.4B +2% 33M 41.65
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $1.3B +455% 13M 102.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.3B -5% 3.5M 377.25
Ishares Tr National Mun Etf (MUB) 0.7 $1.3B 12M 106.36
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.2B +4% 16M 80.49
Ishares Tr Core High Dv Etf (HDV) 0.7 $1.2B +2134% 12M 100.43
Apple (AAPL) 0.7 $1.2B +4% 8.8M 136.72
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $1.2B 15M 77.65
Ishares Msci Emerg Mrkt (EEMV) 0.6 $1.1B +2739% 21M 55.43
Ishares Tr Mbs Etf (MBB) 0.6 $1.1B 11M 97.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.0B +6% 7.2M 144.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.0B 4.7M 218.70
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $998M +245% 11M 91.49
Ishares Core Msci Emkt (IEMG) 0.5 $973M 20M 49.06
Ishares Tr Rus 1000 Etf (IWB) 0.5 $968M +6% 4.7M 207.76
Vanguard Bd Index Fds Long Term Bond (BLV) 0.5 $968M -2% 12M 79.72
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $919M -2% 19M 47.81
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $892M -3% 13M 70.21
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $837M -46% 9.1M 92.41
Amazon (AMZN) 0.4 $805M +2088% 7.6M 106.21
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $794M +34% 5.8M 137.46
UnitedHealth (UNH) 0.4 $761M +18% 1.5M 513.63
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.4 $750M +34% 6.0M 125.24
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $740M -5% 9.7M 76.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $740M 14M 51.61
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $716M +49% 8.6M 82.79
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $714M +38% 5.2M 136.37
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $677M +333% 7.6M 89.03
Select Sector Spdr Tr Technology (XLK) 0.4 $660M +11% 5.2M 127.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $632M +14% 14M 44.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $609M +11% 4.7M 128.24
Ishares Tr Faln Angls Usd (FALN) 0.3 $599M -12% 24M 24.62
Ishares Tr Short Treas Bd (SHV) 0.3 $587M +22% 5.3M 110.10
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $585M 4.5M 131.10
Alphabet Cap Stk Cl C (GOOG) 0.3 $584M 267k 2187.45
Visa Com Cl A (V) 0.3 $579M 2.9M 196.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $567M 2.5M 226.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $559M +2% 5.0M 111.73
Merck & Co (MRK) 0.3 $551M +26% 6.0M 91.17
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $542M +127% 5.3M 101.57
Home Depot (HD) 0.3 $537M +4% 2.0M 274.27
Alphabet Cap Stk Cl A (GOOGL) 0.3 $530M 243k 2179.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $523M -17% 6.5M 80.02
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $522M 8.1M 64.66
Johnson & Johnson (JNJ) 0.3 $520M +7% 2.9M 177.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $518M -55% 8.6M 60.35
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $517M +21% 4.3M 120.15
Abbvie (ABBV) 0.3 $507M 3.3M 153.16
Ishares Tr Core Msci Total (IXUS) 0.3 $499M 8.7M 57.03
Ishares Tr Russell 2000 Etf (IWM) 0.3 $489M 2.9M 169.36
Ishares Tr Msci Usa Value (VLUE) 0.3 $480M -45% 5.3M 90.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $473M -5% 9.5M 49.96
Vanguard Index Fds Small Cp Etf (VB) 0.3 $470M 2.7M 176.11
Ishares Tr Msci Eafe Etf (EFA) 0.3 $467M -28% 7.5M 62.49
JPMorgan Chase & Co. (JPM) 0.3 $458M +2% 4.1M 112.61
Mastercard Incorporated Cl A (MA) 0.3 $449M 1.4M 315.48
Chevron Corporation (CVX) 0.2 $427M -2% 2.9M 144.78
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $425M -7% 8.3M 51.06
Ishares Tr Conv Bd Etf (ICVT) 0.2 $418M +458% 6.0M 69.36
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $414M +18% 4.0M 104.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $403M +11% 2.7M 149.82
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $400M -2% 8.5M 47.26
Accenture Plc Ireland Shs Class A (ACN) 0.2 $397M 1.4M 277.65
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $393M +5% 2.0M 196.97
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $392M +4% 3.4M 114.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $385M +13% 12M 31.45
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $379M 8.6M 43.99
Ishares Tr Core Div Grwth (DGRO) 0.2 $379M +7% 8.0M 47.64
Ishares Tr U.s. Energy Etf (IYE) 0.2 $379M -46% 9.9M 38.12
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.2 $368M +33% 6.0M 61.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $366M +4% 3.6M 101.70
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $365M -2% 16M 23.30
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $356M +98% 4.5M 79.22
Select Sector Spdr Tr Communication (XLC) 0.2 $351M +46% 6.5M 54.27
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $336M +22% 11M 31.82
Ishares Tr Us Infrastruc (IFRA) 0.2 $334M +20945% 9.8M 34.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $330M -28% 3.6M 91.11
Verizon Communications (VZ) 0.2 $328M +4% 6.5M 50.75
Cisco Systems (CSCO) 0.2 $322M +8% 7.5M 42.64
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $319M -65% 7.8M 40.94
Ishares Esg Awr Msci Em (ESGE) 0.2 $316M -68% 9.8M 32.31
Thermo Fisher Scientific (TMO) 0.2 $315M 580k 543.28
Adobe Systems Incorporated (ADBE) 0.2 $315M 861k 366.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $315M +8% 1.2M 273.02
Philip Morris International (PM) 0.2 $309M +6% 3.1M 98.74
Pfizer (PFE) 0.2 $307M +25% 5.9M 52.43
BlackRock (BLK) 0.2 $304M +10% 499k 609.04
Union Pacific Corporation (UNP) 0.2 $300M -4% 1.4M 213.28
Pepsi (PEP) 0.2 $300M +5% 1.8M 166.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $298M 4.2M 71.63
Meta Platforms Cl A (META) 0.2 $297M 1.8M 161.25
NVIDIA Corporation (NVDA) 0.2 $297M -6% 2.0M 151.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $294M 2.2M 134.23
Ishares Tr Msci Intl Moment (IMTM) 0.2 $287M +49% 9.6M 29.93
Procter & Gamble Company (PG) 0.2 $282M +8% 2.0M 143.79
Danaher Corporation (DHR) 0.2 $277M 1.1M 253.52
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $277M -3% 8.0M 34.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $275M -18% 5.4M 50.55
Select Sector Spdr Tr Financial (XLF) 0.2 $272M -23% 8.7M 31.45
Starbucks Corporation (SBUX) 0.2 $272M +25% 3.6M 76.39
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $272M +12% 8.8M 30.93
Vanguard Index Fds Large Cap Etf (VV) 0.2 $272M 1.6M 172.35
Costco Wholesale Corporation (COST) 0.2 $271M 566k 479.28
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $271M +6% 1.9M 143.47
Medtronic SHS (MDT) 0.1 $267M +4% 3.0M 89.75
Raytheon Technologies Corp (RTX) 0.1 $267M +24% 2.8M 96.11
Coca-Cola Company (KO) 0.1 $266M +52% 4.2M 62.91
American Tower Reit (AMT) 0.1 $266M +49% 1.0M 255.59
S&p Global (SPGI) 0.1 $258M 765k 337.06
Abbott Laboratories (ABT) 0.1 $257M -8% 2.4M 108.65
Ishares Tr Select Divid Etf (DVY) 0.1 $255M +2% 2.2M 117.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $254M +17% 2.3M 110.03
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $246M +7% 2.1M 118.69
Nike CL B (NKE) 0.1 $246M +3% 2.4M 102.20
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $246M +133% 3.4M 71.90
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $246M +14% 1.8M 136.15
Nextera Energy (NEE) 0.1 $244M +5% 3.2M 77.46
Broadcom (AVGO) 0.1 $243M 500k 485.81
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $242M -13% 2.8M 85.32
Exxon Mobil Corporation (XOM) 0.1 $241M -2% 2.8M 85.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $239M +6% 1.7M 137.48
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $236M 2.6M 90.71
Chubb (CB) 0.1 $235M 1.2M 196.58
Crown Castle Intl (CCI) 0.1 $234M +6% 1.4M 168.38
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $233M NEW 7.4M 31.60
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $232M +11% 11M 22.18
Wal-Mart Stores (WMT) 0.1 $231M +55% 1.9M 121.58
Qualcomm (QCOM) 0.1 $231M +4% 1.8M 127.74
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $229M +21% 5.7M 40.55
Servicenow (NOW) 0.1 $224M +5% 472k 475.52
Bank of America Corporation (BAC) 0.1 $223M 7.2M 31.13
Comcast Corp Cl A (CMCSA) 0.1 $221M +5% 5.6M 39.24
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $220M +12% 1.1M 197.03
United Parcel Service CL B (UPS) 0.1 $218M +2% 1.2M 182.54
Spdr Gold Tr Gold Shs (GLD) 0.1 $218M 1.3M 168.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $216M +25% 4.3M 49.92
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $215M +6% 1.0M 206.31
CVS Caremark Corporation (CVS) 0.1 $214M +4% 2.3M 92.66
Vanguard World Mega Grwth Ind (MGK) 0.1 $214M 1.2M 181.69
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $214M -24% 7.2M 29.73
salesforce (CRM) 0.1 $213M 1.3M 165.04
Amgen (AMGN) 0.1 $212M +5% 873k 243.30
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $210M +4% 4.5M 46.89
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $208M -5% 7.9M 26.35
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $208M +3% 4.1M 50.97
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $208M 3.3M 63.31
EOG Resources (EOG) 0.1 $206M 1.9M 110.44
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $204M +2% 3.5M 57.99
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $202M +12% 3.2M 62.76
Novo-nordisk A S Adr (NVO) 0.1 $201M +12% 1.8M 111.43
Us Bancorp Del Com New (USB) 0.1 $198M +9% 4.3M 46.02
Bristol Myers Squibb (BMY) 0.1 $194M 2.5M 77.00
Zoetis Cl A (ZTS) 0.1 $193M -22% 1.1M 171.89
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $193M +8% 5.9M 32.88
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $192M +56% 3.8M 50.09
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $192M -14% 2.6M 73.61
Paychex (PAYX) 0.1 $191M +5% 1.7M 113.87
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $190M -20% 6.4M 29.87
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $190M +8% 646k 294.39
Eli Lilly & Co. (LLY) 0.1 $190M +32% 586k 324.23
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $190M -10% 2.5M 74.94
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $190M +14% 1.6M 119.34
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $188M -14% 4.6M 40.75
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $187M +72% 8.7M 21.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $186M +14% 1.4M 129.52
Lockheed Martin Corporation (LMT) 0.1 $185M +7% 430k 429.96
Ishares Msci Emerg Mkt (EMGF) 0.1 $179M +11% 4.2M 42.92
Analog Devices (ADI) 0.1 $179M +12% 1.2M 146.09
Vanguard World Mega Cap Val Etf (MGV) 0.1 $176M -6% 1.8M 96.18
Honeywell International (HON) 0.1 $175M +4% 1.0M 173.81
Texas Instruments Incorporated (TXN) 0.1 $174M 1.1M 153.65
ConocoPhillips (COP) 0.1 $172M +3% 1.9M 89.81
Select Sector Spdr Tr Energy (XLE) 0.1 $172M +2% 2.4M 71.51
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $169M -15% 4.6M 36.82
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $168M 957k 175.38
MetLife (MET) 0.1 $168M +3% 2.7M 62.79
Ishares Gold Tr Ishares New (IAU) 0.1 $165M 4.8M 34.31
At&t (T) 0.1 $164M +38% 7.8M 20.96
First Tr Value Line Divid In SHS (FVD) 0.1 $163M +3% 4.2M 38.81
Fidelity National Information Services (FIS) 0.1 $163M +16% 1.8M 91.67
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $163M -10% 1.1M 148.20
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $163M -2% 2.0M 81.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $162M 2.9M 56.28
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $162M +17% 3.9M 41.64
Intuit (INTU) 0.1 $160M +3% 416k 385.44
General Dynamics Corporation (GD) 0.1 $159M +4% 718k 221.25
Ishares Tr Core Msci Euro (IEUR) 0.1 $159M -6% 3.5M 44.96
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $158M +16% 2.5M 62.42
Tractor Supply Company (TSCO) 0.1 $156M 803k 193.85
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $154M +81% 2.8M 55.45
Dollar General (DG) 0.1 $153M 624k 245.44
Walt Disney Company (DIS) 0.1 $152M +22% 1.6M 94.40
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $151M 2.4M 63.48
Tesla Motors (TSLA) 0.1 $151M +7% 224k 673.42
Gilead Sciences (GILD) 0.1 $149M +10% 2.4M 61.81
Lowe's Companies (LOW) 0.1 $149M 852k 174.67
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $149M +47% 1.8M 81.11
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $146M -8% 2.3M 63.55
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $144M +48% 2.4M 58.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $144M +9% 1.5M 94.41
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $143M +10% 4.3M 33.07
Ishares Tr Broad Usd High (USHY) 0.1 $142M +8% 4.1M 34.62
Automatic Data Processing (ADP) 0.1 $141M -2% 670k 210.04
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $139M -7% 6.9M 20.27
Asml Holding N V N Y Registry Shs (ASML) 0.1 $138M +3% 290k 475.88
Duke Energy Corp Com New (DUK) 0.1 $137M +9% 1.3M 107.21
Anthem (ANTM) 0.1 $136M 281k 482.58
Ishares Tr Esg Aware Msci (ESML) 0.1 $135M -8% 4.3M 31.50
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $134M -6% 1.5M 89.81
McDonald's Corporation (MCD) 0.1 $134M +10% 541k 246.88
Arthur J. Gallagher & Co. (AJG) 0.1 $133M +2% 813k 163.04
Oracle Corporation (ORCL) 0.1 $132M -2% 1.9M 69.87
PNC Financial Services (PNC) 0.1 $132M +31% 838k 157.77
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $132M -15% 1.4M 95.25
AmerisourceBergen (ABC) 0.1 $131M +2% 924k 141.48
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $130M +5% 2.9M 44.27
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $129M -2% 6.1M 21.09
Pioneer Natural Resources (PXD) 0.1 $128M +3% 573k 223.08
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $128M -19% 4.4M 28.84
Unilever Spon Adr New (UL) 0.1 $128M +20% 2.8M 45.83
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $127M -7% 2.1M 61.16
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $126M +9% 1.3M 99.11
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $126M +40% 2.5M 50.12
Ishares Tr Core Msci Intl (IDEV) 0.1 $125M +48% 2.3M 53.74
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $125M +23% 1.5M 83.70
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $123M 1.2M 105.55
Prologis (PLD) 0.1 $123M +5% 1.0M 117.65
Intel Corporation (INTC) 0.1 $123M -4% 3.3M 37.41
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $122M -10% 2.6M 47.87
Amphenol Corp Cl A (APH) 0.1 $121M 1.9M 64.38
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $121M +29% 3.0M 40.22

Past Filings by Envestnet Asset Management

SEC 13F filings are viewable for Envestnet Asset Management going back to 2011

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