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Envestnet Portfolio Solutions’s
BrandywineGLOBAL US Fixed Income ETF
USFI
Stock Holding History
Envestnet Portfolio Solutions’s Portfolio
USFI Stock Details
USFI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-8,810
Closed
-$224K
–
1798
2024
Q3
$224K
Hold
8,810
–
–
﹤0.01%
1585
2024
Q2
$211K
Hold
8,810
–
–
﹤0.01%
1559
2024
Q1
$215K
Hold
8,810
–
–
﹤0.01%
1533
2023
Q4
$220K
Buy
+8,810
New
+$209K
﹤0.01%
1457
Other funds holding USFI
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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