Envestnet Asset Management
IRBA

Envestnet Asset Management’s iMGP RBA Responsible Global Allocation ETF IRBA Stock Holding History

Envestnet Asset Management’s Portfolio IRBA Stock Details IRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-88,703
Closed -$833K – 4316
2023
Q4 		$833K Sell
88,703
-8,964
-9% -$80.6K ﹤0.01% 3049
2023
Q3 		$862K Buy
97,667
+3,533
+4% +$32.4K ﹤0.01% 2914
2023
Q2 		$870K Buy
94,134
+1,896
+2% +$17.4K ﹤0.01% 2844
2023
Q1 		$842K Sell
92,238
-5,852
-6% -$53.1K ﹤0.01% 2796
2022
Q4 		$870K Sell
98,090
-31,458
-24% -$276K ﹤0.01% 2749
2022
Q3 		$1.08M Sell
129,548
-23,047
-15% -$207K ﹤0.01% 2508
2022
Q2 		$1.36M Sell
152,595
-23,091
-13% -$217K ﹤0.01% 2366
2022
Q1 		$1.75M Buy
+175,686
New +$1.75M ﹤0.01% 2282

Other funds holding IRBA

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's IRBA Position: Q1 2024 in Review

Envestnet Asset Management sold out of iMGP RBA Responsible Global Allocation ETF (IRBA) in Q1 2024, closing a stake of 88,703 shares — an estimated $833K sold.

Envestnet Asset Management first reported a position in IRBA in Q1 2022 and held it in 8 quarters. The position peaked at $1.75M in Q1 2022. 6 funds tracked by Wall St. Rank hold IRBA as of Q1 2024.

  • Envestnet Asset Management reported no remaining iMGP RBA Responsible Global Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 88,703 iMGP RBA Responsible Global Allocation ETF shares in Q1 2024, an estimated $833K.
  • Envestnet Asset Management first reported a position in iMGP RBA Responsible Global Allocation ETF in Q1 2022 and held it in 8 quarters.
  • Envestnet Asset Management's iMGP RBA Responsible Global Allocation ETF position peaked at $1.75M in Q1 2022.
  • 6 funds tracked by Wall St. Rank held iMGP RBA Responsible Global Allocation ETF as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.