Envestnet Asset Management
IEFN

Envestnet Asset Management’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Envestnet Asset Management’s Portfolio IEFN Stock Details IEFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,734
Closed -$324K – 4099
2022
Q2 		$324K Sell
11,734
-12,972
-53% -$388K ﹤0.01% 3316
2022
Q1 		$807K Buy
24,706
+12,553
+103% +$419K ﹤0.01% 2811
2021
Q4 		$404K Buy
+12,153
New +$405K ﹤0.01% 3207

Envestnet Asset Management's IEFN Position: Q3 2022 in Review

Envestnet Asset Management sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q3 2022, closing a stake of 11,734 shares — an estimated $324K sold.

Envestnet Asset Management first reported a position in IEFN in Q4 2021 and held it in 3 quarters. The position peaked at $807K in Q1 2022. 0 funds tracked by Wall St. Rank hold IEFN as of Q3 2022.

  • Envestnet Asset Management reported no remaining iShares Evolved U.S. Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 11,734 iShares Evolved U.S. Financials ETF shares in Q3 2022, an estimated $324K.
  • Envestnet Asset Management first reported a position in iShares Evolved U.S. Financials ETF in Q4 2021 and held it in 3 quarters.
  • Envestnet Asset Management's iShares Evolved U.S. Financials ETF position peaked at $807K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q3 2022.

Based on Envestnet Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.