Envestnet Asset Management’s BrandywineGLOBAL US Fixed Income ETF USFI Stock Holding History

Envestnet Asset Management’s Portfolio USFI Stock Details USFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,810	Closed	-$220K	–	4288
2023 Q4	$220K	Buy	+8,810	New	+$209K	﹤0.01%	3781

Other funds holding USFI

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management sold out of BrandywineGLOBAL US Fixed Income ETF (USFI) in Q1 2024, closing a stake of 8,810 shares — an estimated $220K sold.

Envestnet Asset Management first reported a position in USFI in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 3 funds tracked by Wall St. Rank hold USFI as of Q1 2024.

Envestnet Asset Management reported no remaining BrandywineGLOBAL US Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
Envestnet Asset Management sold 8,810 BrandywineGLOBAL US Fixed Income ETF shares in Q1 2024, an estimated $220K.
Envestnet Asset Management first reported a position in BrandywineGLOBAL US Fixed Income ETF in Q4 2023 and held it in 1 quarter.
Envestnet Asset Management's BrandywineGLOBAL US Fixed Income ETF position peaked at $220K in Q4 2023.
3 funds tracked by Wall St. Rank held BrandywineGLOBAL US Fixed Income ETF as of Q1 2024.

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