Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Equifax EFX Stock Holding History

Envestnet Portfolio Solutions’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.76M Buy
2025
Q2 		$1.52M Sell
2025
Q1 		$1.54M Sell
2024
Q4 		$2.85M Buy
2024
Q3 		$3.11M Sell
2024
Q2 		$2.62M Sell
2024
Q1 		$2.9M Buy
2023
Q4 		$2.48M Buy
2023
Q3 		$1.64M Buy