Envestnet Asset Management Inc Purchases in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
23.4M
+ 50.0%
$52.4 - $64.65 $1.22B - $1.51B
70.1M $4.45B
MSFT
Microsoft Corp

Technology
470K
+ 4.46%
$354.56 - $497.45 $167M - $234M
11M $5.48B
NVDA
Nvidia Corp

Technology
966K
+ 4.6%
$94.31 - $157.99 $91.1M - $153M
22M $3.47B
IEMG
Ishares Inc

ETFs
21.8M
+ 55.35%
N/A
61.1M $3.28B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
20.3M
+ 2650.35%
$50.09 - $51.09 $1.02B - $1.04B
21M $1.07B
AVGO
Broadcom Inc.

Technology
234K
+ 3.41%
$146.29 - $275.65 $34.2M - $64.5M
7.1M $1.96B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
146K
+ 1.24%
$456.74 - $568.03 $66.8M - $83.1M
11.9M $6.77B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.09M
+ 9.48%
$180.84 - $240.32 $198M - $263M
12.6M $3.04B
VEA
Vanguard Ftse Developed Market

ETFs
959K
+ 0.97%
$45.65 - $57.01 $43.8M - $54.7M
99.7M $5.68B
META
Meta Platforms, Inc.

Communication Services
327K
+ 12.8%
$484.66 - $738.09 $158M - $241M
2.88M $2.13B
IEFA
Ishares Tr

ETFs
3.68M
+ 10.05%
$67.83 - $84.09 $249M - $309M
40.2M $3.36B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.73M
+ 11.81%
$96.84 - $99.46 $555M - $570M
54.2M $5.38B
VUG
Vanguard Growth ETF

ETFs
79.1K
+ 0.98%
$329.49 - $438.4 $26.1M - $34.7M
8.13M $3.56B
IVE
Ishares S&P 500 Value ETF

ETFs
2.34M
+ 12.55%
$168.34 - $195.42 $394M - $457M
21M $4.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.52M
+ 3.67%
$43.53 - $54.46 $110M - $137M
71.2M $3.88B
SPYG
Spdr Portfolio

ETFs
4.47M
+ 77.64%
$71.83 - $95.32 $321M - $426M
10.2M $975M
QUAL
Ishares Msci Usa Quality Facto

ETFs
625K
+ 1.96%
$152.42 - $182.82 $95.2M - $114M
32.5M $5.94B
OEF
Ishares S&P 100 ETF

ETFs
1.79M
+ 43.55%
N/A
5.89M $1.57B
AMZN
Amazon Com Inc

Consumer Cyclical
467K
+ 3.7%
$167.32 - $223.3 $78.1M - $104M
13.1M $2.87B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.87M
+ 33.95%
$97.29 - $105.63 $474M - $515M
19.2M $1.95B
XLC
Select Sector Spdr Tr Communic

ETFs
3.22M
+ 61.14%
$86.13 - $108.53 $278M - $350M
8.5M $922M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.98M
+ 14.46%
$22.27 - $29.21 $155M - $204M
55.2M $1.61B
JPM
Jpmorgan Chase & CO

Financial Services
203K
+ 2.87%
$210.28 - $289.91 $42.6M - $58.8M
7.28M $2.11B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.15M
+ 35.78%
$82.32 - $112.47 $177M - $242M
8.17M $918M
IWF
Ishares Russell 1000 Gr ETF

ETFs
70.6K
+ 1.35%
$320.42 - $424.58 $22.6M - $30M
5.29M $2.24B
XLK
Technology Sector Spdr

ETFs
471K
+ 9.31%
$179.73 - $253.23 $84.7M - $119M
5.53M $1.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.96M
+ 80.69%
$108.12 - $135.04 $212M - $265M
4.39M $593M
AVEM
American Centy ETF Tr Avantis

ETFs
2.48M
+ 16.52%
$53.08 - $68.54 $132M - $170M
17.5M $1.2B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
153K
+ 2.05%
$171.4 - $227.1 $26.1M - $34.6M
7.6M $1.73B
DGRO
Ishares Core Dividend Growth E

ETFs
4.03M
+ 42.37%
$55.22 - $63.94 $222M - $258M
13.5M $865M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.53M
+ 356.21%
$102.02 - $103.5 $258M - $262M
3.25M $334M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
133K
+ 3.58%
$141.37 - $228.57 $18.8M - $30.5M
3.86M $874M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.62M
+ 5.02%
$29.12 - $35.84 $76.4M - $94M
54.8M $1.97B
SPY
Spdr S&P 500 ETF Trust

ETFs
113K
+ 4.4%
$496.48 - $617.85 $56.2M - $69.9M
2.68M $1.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.62M
+ 11.39%
$58.41 - $72.69 $94.9M - $118M
15.9M $1.15B
COF
Capital One Financial Corp

Financial Services
908K
+ 134.02%
$150.57 - $212.76 $137M - $193M
1.59M $337M
EFG
Msci Eafe Growth ETF

ETFs
108K
+ 0.64%
$89.8 - $112.0 $9.72M - $12.1M
16.9M $1.9B
APH
Amphenol Corp

Technology
211K
+ 3.71%
$59.09 - $98.75 $12.4M - $20.8M
5.88M $581M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
243K
+ 0.55%
$39.89 - $49.46 $9.69M - $12M
44M $2.18B
PM
Philip Morris International Inc.

Consumer Defensive
305K
+ 5.33%
$149.23 - $184.95 $45.5M - $56.4M
6.02M $1.1B
VTV
Vanguard Value ETF

ETFs
578K
+ 2.86%
$153.67 - $176.74 $88.9M - $102M
20.8M $3.67B
NOW
Service Now, Inc.

Technology
30.8K
+ 5.48%
$721.65 - $1040.18 $22.2M - $32.1M
594K $611M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
516K
+ 1.52%
$51.16 - $62.02 $26.4M - $32M
34.6M $2.14B
GOOGL
Alphabet Inc.

Communication Services
47.3K
+ 0.7%
$144.7 - $178.6 $6.84M - $8.44M
6.84M $1.21B
EEMA
Ishares Msci Emerging Markets

ETFs
1.82M
+ 2160.27%
$64.59 - $83.0 $117M - $151M
1.9M $157M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.35M
+ 28.98%
$30.53 - $40.65 $71.6M - $95.4M
10.4M $425M
SPOT
Spotify Technology S.A.

Communication Services
26.2K
+ 4.58%
$503.3 - $775.9 $13.2M - $20.3M
599K $460M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
877K
+ 4.88%
$36.01 - $45.69 $31.6M - $40.1M
18.8M $860M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.65M
+ 1256.61%
$72.32 - $86.4 $119M - $143M
1.78M $154M
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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