Envestnet Asset Management
IEDI icon

Envestnet Asset Management’s iShares US Consumer Focused ETF IEDI Stock Holding History

Envestnet Asset Management’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,355
Closed -$606K – 3050
2019
Q4 		$606K Buy
+19,355
New +$589K ﹤0.01% 2342

Other funds holding IEDI

CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return

Envestnet Asset Management's IEDI Position: Q1 2020 in Review

Envestnet Asset Management sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2020, closing a stake of 19,355 shares — an estimated $606K sold.

Envestnet Asset Management first reported a position in IEDI in Q4 2019 and held it in 1 quarter. The position peaked at $606K in Q4 2019. 6 funds tracked by Wall St. Rank hold IEDI as of Q1 2020.

  • Envestnet Asset Management reported no remaining iShares US Consumer Focused ETF position as of Q1 2020 after selling out during the quarter.
  • Envestnet Asset Management sold 19,355 iShares US Consumer Focused ETF shares in Q1 2020, an estimated $606K.
  • Envestnet Asset Management first reported a position in iShares US Consumer Focused ETF in Q4 2019 and held it in 1 quarter.
  • Envestnet Asset Management's iShares US Consumer Focused ETF position peaked at $606K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2020.

Based on Envestnet Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.