Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Harbor International Compounders ETF OSEA Stock Holding History

Envestnet Portfolio Solutions’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,035
Closed -$208K – 1724
2024
Q4 		$208K Buy
+8,035
New +$220K ﹤0.01% 1675

Other funds holding OSEA

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Envestnet Portfolio Solutions sold out of Harbor International Compounders ETF (OSEA) in Q1 2025, closing a stake of 8,035 shares — an estimated $208K sold.

Envestnet Portfolio Solutions first reported a position in OSEA in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 62 funds tracked by Wall St. Rank hold OSEA as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Harbor International Compounders ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,035 Harbor International Compounders ETF shares in Q1 2025, an estimated $208K.
  • Envestnet Portfolio Solutions first reported a position in Harbor International Compounders ETF in Q4 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Harbor International Compounders ETF position peaked at $208K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q1 2025.

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