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Ishares Tr msci usavalfct shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 17k 125.05
2025-06-30 $1.9M 17k 113.21
2025-03-31 $3.2M 30k 106.65
2024-12-31 $1.7M 17k 105.61
2024-09-30 $1.2M 11k 109.04
2024-06-30 $3.1M 30k 103.46
2024-03-31 $4.3M 40k 108.31