Envestnet Portfolio Solutions’s Itaú Unibanco ITUB Stock Holding History

Envestnet Portfolio Solutions’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-45,501	Closed	-$199K	–	1675
2024 Q4	$199K	Sell	45,501 -526	-1%	-$2.71K	﹤0.01%	1698
2024 Q3	$270K	Buy	46,027 +5,280	+13%	+$29.7K	﹤0.01%	1504
2024 Q2	$210K	Sell	40,747 -1,880	-4%	-$10.3K	﹤0.01%	1566
2024 Q1	$261K	Buy	42,627 +413	+1%	+$2.49K	﹤0.01%	1431
2023 Q4	$259K	Buy	42,214 +560	+1%	+$2.97K	﹤0.01%	1372
2023 Q3	$198K	Buy	+41,654	New	+$208K	﹤0.01%	1440

Other funds holding ITUB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Envestnet Portfolio Solutions's ITUB Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Itaú Unibanco (ITUB) in Q1 2025, closing a stake of 45,501 shares — an estimated $199K sold.

Envestnet Portfolio Solutions first reported a position in ITUB in Q3 2023 and held it in 6 quarters. The position peaked at $270K in Q3 2024. 315 funds tracked by Wall St. Rank hold ITUB as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining Itaú Unibanco position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 45,501 Itaú Unibanco shares in Q1 2025, an estimated $199K.
Envestnet Portfolio Solutions first reported a position in Itaú Unibanco in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's Itaú Unibanco position peaked at $270K in Q3 2024.
315 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.