Envestnet Portfolio Solutions
EDGI

Envestnet Portfolio Solutions’s 3EDGE Dynamic International Equity ETF EDGI Stock Holding History

Envestnet Portfolio Solutions’s Portfolio EDGI Stock Details EDGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,125
Closed -$622K – 1664
2025
Q1 		$622K Buy
26,125
+3,301
+14% +$78.1K ﹤0.01% 964
2024
Q4 		$521K Buy
+22,824
New +$543K ﹤0.01% 1222

Other funds holding EDGI

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Portfolio Solutions's EDGI Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of 3EDGE Dynamic International Equity ETF (EDGI) in Q2 2025, closing a stake of 26,125 shares — an estimated $622K sold.

Envestnet Portfolio Solutions first reported a position in EDGI in Q4 2024 and held it in 2 quarters. The position peaked at $622K in Q1 2025. 18 funds tracked by Wall St. Rank hold EDGI as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining 3EDGE Dynamic International Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 26,125 3EDGE Dynamic International Equity ETF shares in Q2 2025, an estimated $622K.
  • Envestnet Portfolio Solutions first reported a position in 3EDGE Dynamic International Equity ETF in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's 3EDGE Dynamic International Equity ETF position peaked at $622K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held 3EDGE Dynamic International Equity ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.