Envestnet Asset Management »

Ez shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Ez (EZPW) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Ez

Tip: Access up to 7 years of quarterly data

All positions including Ez held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ez by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 57k 34.57
2026-03-31 $295k 12k 25.38
2025-12-31 $198k 10k 19.42
2014-12-31 $5.0k 421 11.88
2014-09-30 $4.0k 421 9.50
2014-06-30 $5.0k 421 11.88
2014-03-31 $2.0k 178 11.24
2013-12-31 $2.0k 197 10.15
2013-09-30 $3.0k 178 16.85
2013-06-30 $3.0k 178 16.85

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Ez

FMR
BlackRock
Capital Research Global Investors
Dimensional Fund Advisors
Vanguard Capital Management
Two Sigma Investments
Renaissance Technologies
UBS Group
Ophir Asset Management Pty
Atlas FRM
Goldman Sachs Group
State Street Corporation
Morgan Stanley
Invesco
Bnp Paribas Arbitrage, Snc

View all funds holding Ez