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 3896 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Envestnet Asset Management has 3896 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) 7.0 $12B +16% 34M 358.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.7 $4.7B +23% 63M 74.82
Ishares Tr Esg Awr Msci Usa (ESGU) 2.7 $4.7B +2% 60M 79.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $4.3B +3% 13M 328.30
Ishares Tr Us Treas Bd Etf (GOVT) 2.3 $4.0B +24% 177M 22.76
Ishares Tr Core Total Usd (IUSB) 2.2 $3.8B +2% 85M 44.50
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $3.2B -17% 33M 96.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $3.1B +3% 84M 36.36
Vanguard Index Fds Value Etf (VTV) 1.4 $2.5B 20M 123.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $2.4B 50M 47.73
Ishares Tr Core Msci Eafe (IEFA) 1.2 $2.1B +6% 40M 52.67
Vanguard Index Fds Growth Etf (VUG) 1.2 $2.1B 9.7M 213.95
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.9B -13% 50M 38.53
Microsoft Corporation (MSFT) 1.0 $1.7B +4% 7.4M 232.90

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Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.7B +49% 23M 72.56
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $1.7B +96% 25M 66.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.5B 22M 71.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $1.5B +28% 20M 73.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.4B 8.0M 179.47
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $1.3B +34% 15M 91.60
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.3B +67% 15M 87.19
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $1.3B +3% 14M 95.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.3B 4.8M 267.26
Ishares Tr National Mun Etf (MUB) 0.7 $1.3B 13M 102.58
Apple (AAPL) 0.7 $1.3B +4% 9.2M 138.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.3B 3.5M 357.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.2B 33M 36.49
Ishares Msci Emerg Mrkt (EEMV) 0.7 $1.2B +10% 23M 50.68
Ishares Tr Tips Bd Etf (TIP) 0.6 $1.0B -22% 9.9M 104.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.0B +3% 4.9M 210.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.0B +4% 7.5M 135.99
Ishares Tr Mbs Etf (MBB) 0.6 $1.0B 11M 91.58
Ishares Tr Rus 1000 Etf (IWB) 0.6 $976M +6% 4.9M 197.33
Amazon (AMZN) 0.5 $891M +4% 7.9M 113.00
Vanguard Bd Index Fds Long Term Bond (BLV) 0.5 $863M 12M 71.95
Ishares Core Msci Emkt (IEMG) 0.5 $855M 20M 42.98
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $854M 19M 45.09
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $765M +27% 18M 42.35
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $755M 5.9M 128.52
UnitedHealth (UNH) 0.4 $753M 1.5M 505.04
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $750M +9% 5.7M 131.18
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $734M +4% 9.0M 81.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $721M 9.7M 74.28
Ishares Tr Core High Dv Etf (HDV) 0.4 $700M -36% 7.7M 91.29
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $672M +16% 5.5M 121.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $663M 15M 45.77
Ishares Tr Short Treas Bd (SHV) 0.4 $646M +10% 5.9M 110.00
Select Sector Spdr Tr Technology (XLK) 0.4 $627M 5.3M 118.78
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $606M -15% 5.1M 119.49
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $605M +18% 6.3M 96.05
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $596M +27% 5.5M 108.95
Home Depot (HD) 0.3 $571M +5% 2.1M 275.94
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $559M 4.4M 127.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $559M 2.5M 219.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $553M +6% 5.3M 103.94
Merck & Co (MRK) 0.3 $543M +4% 6.3M 86.12
Alphabet Cap Stk Cl C (GOOG) 0.3 $531M +1967% 5.5M 96.15
Visa Com Cl A (V) 0.3 $528M 3.0M 177.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $526M +6% 9.1M 57.85
Johnson & Johnson (JNJ) 0.3 $512M +7% 3.1M 163.36
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $507M +25% 4.9M 102.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $500M 8.1M 62.15
Ishares Tr Russell 2000 Etf (IWM) 0.3 $488M +2% 3.0M 164.92
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $487M +39% 4.8M 102.45
Alphabet Cap Stk Cl A (GOOGL) 0.3 $487M +1991% 5.1M 95.65
Vanguard Index Fds Small Cp Etf (VB) 0.3 $462M 2.7M 170.91
Ishares Tr Msci Usa Value (VLUE) 0.3 $461M +6% 5.6M 81.86
JPMorgan Chase & Co. (JPM) 0.3 $460M +8% 4.4M 104.50
Abbvie (ABBV) 0.3 $458M +3% 3.4M 134.21
Ishares Tr Core Msci Total (IXUS) 0.3 $455M +2% 8.9M 50.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $448M -9% 5.9M 75.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $438M +13% 3.1M 143.40
Ishares Tr Msci Eafe Etf (EFA) 0.2 $436M +4% 7.8M 56.01
Chevron Corporation (CVX) 0.2 $435M +2% 3.0M 143.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $435M -71% 5.5M 79.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $426M 9.6M 44.36
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $425M +23% 15M 28.13
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $423M +79% 4.1M 102.45
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $410M +16% 5.2M 78.43
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $408M +8% 2.2M 187.98
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $402M +3% 8.7M 46.09
Ishares Tr Faln Angls Usd (FALN) 0.2 $396M -31% 17M 23.90
Mastercard Incorporated Cl A (MA) 0.2 $394M -2% 1.4M 284.34
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $386M -3% 8.0M 48.28
Accenture Plc Ireland Shs Class A (ACN) 0.2 $385M +4% 1.5M 257.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $370M +8% 3.9M 94.88
Ishares Tr Core Div Grwth (DGRO) 0.2 $360M 8.1M 44.47
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $356M +2% 16M 22.24
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $352M +93% 3.1M 114.28
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $345M -4% 8.2M 41.84
Cisco Systems (CSCO) 0.2 $332M +10% 8.3M 40.00
Vanguard Index Fds Large Cap Etf (VV) 0.2 $317M +22% 1.9M 163.56
Starbucks Corporation (SBUX) 0.2 $316M +5% 3.7M 84.26
Pepsi (PEP) 0.2 $313M +6% 1.9M 163.26
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $307M +59% 6.1M 50.16
Thermo Fisher Scientific (TMO) 0.2 $300M 591k 507.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $300M +8% 4.5M 66.43
Ishares Tr Conv Bd Etf (ICVT) 0.2 $297M -28% 4.3M 68.90
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $296M -6% 9.9M 29.89
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $293M +5% 8.2M 35.72
Ishares Tr Msci Intl Moment (IMTM) 0.2 $292M +13% 11M 26.86
BlackRock (BLK) 0.2 $291M +5% 528k 550.28
Union Pacific Corporation (UNP) 0.2 $289M +5% 1.5M 194.82
Danaher Corporation (DHR) 0.2 $284M 1.1M 258.29
Philip Morris International (PM) 0.2 $283M +8% 3.4M 83.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $282M -8% 1.1M 267.02
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $278M +319% 4.2M 66.73
Exxon Mobil Corporation (XOM) 0.2 $277M +12% 3.2M 87.31
Raytheon Technologies Corp (RTX) 0.2 $277M +21% 3.4M 81.86
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $276M +12% 9.9M 27.78
Costco Wholesale Corporation (COST) 0.2 $276M +3% 584k 472.27
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.2 $274M -20% 4.7M 57.71
Pfizer (PFE) 0.2 $274M +6% 6.3M 43.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $273M -6% 3.4M 80.17
Nextera Energy (NEE) 0.2 $263M +6% 3.4M 78.41
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $260M -2% 7.8M 33.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $259M -6% 2.0M 127.28
Verizon Communications (VZ) 0.1 $257M +5% 6.8M 37.97
Medtronic SHS (MDT) 0.1 $257M +7% 3.2M 80.75
Procter & Gamble Company (PG) 0.1 $257M +3% 2.0M 126.25
Ishares Esg Awr Msci Em (ESGE) 0.1 $257M -5% 9.3M 27.67
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $251M -6% 5.1M 49.28
Broadcom (AVGO) 0.1 $250M +12% 562k 444.01
Abbott Laboratories (ABT) 0.1 $250M +9% 2.6M 96.76
Ishares Tr Select Divid Etf (DVY) 0.1 $249M +7% 2.3M 107.22
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $248M -2% 1.8M 135.16
Meta Platforms Cl A (META) 0.1 $242M -2% 1.8M 135.68
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $241M +5% 2.7M 87.85
Select Sector Spdr Tr Communication (XLC) 0.1 $241M -22% 5.0M 47.89
American Tower Reit (AMT) 0.1 $239M +7% 1.1M 214.70
NVIDIA Corporation (NVDA) 0.1 $238M 2.0M 121.39
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $233M 3.5M 66.97
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $233M -6% 1.6M 142.45
Adobe Systems Incorporated (ADBE) 0.1 $232M -2% 842k 275.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $232M 1.8M 128.93
CVS Caremark Corporation (CVS) 0.1 $230M +4% 2.4M 95.37
Coca-Cola Company (KO) 0.1 $230M -2% 4.1M 56.02
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $227M +9% 12M 19.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $227M +3% 7.7M 29.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $225M +8% 4.7M 48.14
Bank of America Corporation (BAC) 0.1 $224M +3% 7.4M 30.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $224M +2% 1.1M 195.13
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $223M +142% 3.4M 65.51
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $220M -4% 2.0M 111.50
S&p Global (SPGI) 0.1 $220M -5% 721k 305.35
Ishares Tr Us Infrastruc (IFRA) 0.1 $220M -30% 6.8M 32.24
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $219M 1.1M 206.59
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $218M +11% 3.9M 55.81
Crown Castle Intl (CCI) 0.1 $217M +8% 1.5M 144.55
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $216M +7% 4.8M 44.76
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $214M +56% 3.7M 57.44
United Parcel Service CL B (UPS) 0.1 $214M +10% 1.3M 161.54
Qualcomm (QCOM) 0.1 $213M +3% 1.9M 112.98
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $212M +7% 8.5M 24.95
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $209M +11% 3.7M 57.01
Amgen (AMGN) 0.1 $209M +5% 925k 225.40
Wal-Mart Stores (WMT) 0.1 $208M -15% 1.6M 129.70
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $207M +25% 11M 18.89
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $207M +15% 2.9M 71.02
Vanguard World Mega Grwth Ind (MGK) 0.1 $206M 1.2M 174.29
ConocoPhillips (COP) 0.1 $202M +2% 2.0M 102.34
Paychex (PAYX) 0.1 $201M +6% 1.8M 112.21
Nike CL B (NKE) 0.1 $199M 2.4M 83.12
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $197M 4.1M 48.05
Chubb (CB) 0.1 $195M -10% 1.1M 181.88
Us Bancorp Del Com New (USB) 0.1 $194M +12% 4.8M 40.32
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $193M +3% 2.7M 71.39
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $192M +3% 6.1M 31.67
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $191M -15% 2.4M 79.40
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $190M -15% 4.8M 39.94
Spdr Gold Tr Gold Shs (GLD) 0.1 $188M -5% 1.2M 154.67
MetLife (MET) 0.1 $188M +15% 3.1M 60.78
Texas Instruments Incorporated (TXN) 0.1 $187M +6% 1.2M 154.78
Tesla Motors (TSLA) 0.1 $184M +209% 695k 265.25
Eli Lilly & Co. (LLY) 0.1 $184M -2% 570k 323.35
Lockheed Martin Corporation (LMT) 0.1 $183M +10% 473k 386.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $183M 3.3M 56.13
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $182M 6.5M 28.02
Ishares Msci Emerg Mkt (EMGF) 0.1 $181M +13% 4.7M 38.43
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $181M +44% 1.8M 98.86
Novo-nordisk A S Adr (NVO) 0.1 $180M 1.8M 99.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $178M 1.5M 121.77
Analog Devices (ADI) 0.1 $178M +4% 1.3M 139.34
Honeywell International (HON) 0.1 $177M +5% 1.1M 166.97
Zoetis Cl A (ZTS) 0.1 $174M +4% 1.2M 148.29
Bristol Myers Squibb (BMY) 0.1 $172M -3% 2.4M 71.09
Servicenow (NOW) 0.1 $171M -4% 452k 377.61
Comcast Corp Cl A (CMCSA) 0.1 $170M +2% 5.8M 29.33
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $169M -19% 5.8M 29.22
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $167M -7% 4.3M 38.82
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $166M 973k 170.54
Intuit (INTU) 0.1 $164M +2% 424k 387.32
Lowe's Companies (LOW) 0.1 $163M 868k 187.81
Arthur J. Gallagher & Co. (AJG) 0.1 $163M +16% 951k 171.22
Vanguard World Mega Cap Val Etf (MGV) 0.1 $163M 1.8M 89.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $161M +9% 2.8M 58.51
Walt Disney Company (DIS) 0.1 $161M +6% 1.7M 94.33
Gilead Sciences (GILD) 0.1 $160M +7% 2.6M 61.69
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $159M 2.9M 54.21
salesforce (CRM) 0.1 $157M -15% 1.1M 143.84
Tractor Supply Company (TSCO) 0.1 $154M +3% 830k 185.88
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $152M 1.1M 138.77
General Dynamics Corporation (GD) 0.1 $152M 718k 212.17
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $152M +9% 7.5M 20.19
First Tr Value Line Divid In SHS (FVD) 0.1 $152M 4.2M 35.79
Ishares Gold Tr Ishares New (IAU) 0.1 $150M 4.7M 31.53
Dollar General (DG) 0.1 $149M 619k 239.86
EOG Resources (EOG) 0.1 $147M -29% 1.3M 111.73
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $147M +649% 4.2M 35.04
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $144M +5% 1.6M 90.00
PNC Financial Services (PNC) 0.1 $143M +13% 955k 149.42
Automatic Data Processing (ADP) 0.1 $140M -7% 619k 226.19
Paypal Holdings (PYPL) 0.1 $140M +8% 1.6M 86.07
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $138M 2.3M 59.69
Pioneer Natural Resources (PXD) 0.1 $137M +10% 634k 216.53
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $137M +14% 1.3M 101.69
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $136M -14% 3.3M 40.87
Anthem (ELV) 0.1 $135M +5% 296k 454.24
McDonald's Corporation (MCD) 0.1 $134M +6% 579k 230.74
Ishares Tr Esg Aware Msci (ESML) 0.1 $133M 4.3M 30.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $132M +30% 3.8M 34.88
At&t (T) 0.1 $131M +9% 8.6M 15.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $131M +23% 3.5M 37.80
Amphenol Corp Cl A (APH) 0.1 $130M +2% 1.9M 66.96
Unilever Spon Adr New (UL) 0.1 $130M +6% 3.0M 43.84
Target Corporation (TGT) 0.1 $130M +19% 875k 148.39
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $130M +37% 2.6M 50.27
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $130M +8% 1.6M 80.18
AmerisourceBergen (ABC) 0.1 $129M +3% 952k 135.33
Select Sector Spdr Tr Energy (XLE) 0.1 $129M -25% 1.8M 72.02
Charles Schwab Corporation (SCHW) 0.1 $128M +12% 1.8M 71.87
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $127M -79% 1.5M 82.45
Fidelity National Information Services (FIS) 0.1 $127M -5% 1.7M 75.57
Duke Energy Corp Com New (DUK) 0.1 $127M +7% 1.4M 93.02
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $126M +4% 2.2M 58.31
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $125M -20% 3.6M 34.49
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $125M +15% 1.9M 66.63
Diageo Spon Adr New (DEO) 0.1 $124M +13% 730k 169.81
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $123M +23% 5.5M 22.40
Marsh & McLennan Companies (MMC) 0.1 $122M +7% 819k 149.29
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $120M -3% 1.3M 89.72
Asml Holding N V N Y Registry Shs (ASML) 0.1 $120M 288k 415.35
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $120M +31% 5.5M 21.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $119M +4% 4.6M 25.80
Autodesk (ADSK) 0.1 $119M +8% 638k 186.80
Ishares Tr U.s. Energy Etf (IYE) 0.1 $119M -69% 3.0M 39.31
Ishares Tr Core Msci Intl (IDEV) 0.1 $119M +5% 2.5M 48.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $119M +11% 2.4M 48.78
Truist Financial Corp equities (TFC) 0.1 $119M +13% 2.7M 43.54
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $118M 3.0M 38.97

Past Filings by Envestnet Asset Management

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

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