Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s IDEX IEX Stock Holding History

Envestnet Portfolio Solutions’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,307
Closed -$230K – 1513
2025
Q2 		$230K Sell
1,307
-171
-12% -$30.3K ﹤0.01% 1450
2025
Q1 		$268K Sell
1,478
-2,184
-60% -$435K ﹤0.01% 1350
2024
Q4 		$766K Buy
3,662
+121
+3% +$26.5K ﹤0.01% 1043
2024
Q3 		$760K Sell
3,541
-639
-15% -$129K ﹤0.01% 1007
2024
Q2 		$841K Sell
4,180
-1,598
-28% -$349K ﹤0.01% 918
2024
Q1 		$1.41M Sell
5,778
-116
-2% -$26.2K 0.01% 736
2023
Q4 		$1.28M Sell
5,894
-5,146
-47% -$1.04M 0.01% 723
2023
Q3 		$2.3M Buy
+11,040
New +$2.4M 0.01% 513

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return