Berman Capital Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Berman Capital Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,509	Closed	-$81K	–	1754
2020 Q3	$81K	Hold	1,509	–	–	0.02%	257
2020 Q2	$78K	Sell	1,509 -5,345	-78%	-$273K	0.02%	253
2020 Q1	$316K	Buy	6,854 +46	+0.7%	+$2.65K	0.1%	82
2019 Q4	$429K	Buy	6,808 +32	+0.5%	+$1.93K	0.12%	78
2019 Q3	$391K	Buy	6,776 +32	+0.5%	+$1.82K	0.12%	81
2019 Q2	$382K	Buy	6,744 +5,235	+347%	+$292K	0.12%	80
2019 Q1	$82K	Hold	1,509	–	–	0.03%	216
2018 Q4	$74K	Buy	+1,509	New	+$80.2K	0.03%	213

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berman Capital Advisors's IUSV Position: Q4 2020 in Review

Berman Capital Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2020, closing a stake of 1,509 shares — an estimated $81K sold.

Berman Capital Advisors first reported a position in IUSV in Q4 2018 and held it in 8 quarters. The position peaked at $429K in Q4 2019. 374 funds tracked by Wall St. Rank hold IUSV as of Q4 2020.

Berman Capital Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 1,509 iShares Core S&P US Value ETF shares in Q4 2020, an estimated $81K.
Berman Capital Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2018 and held it in 8 quarters.
Berman Capital Advisors's iShares Core S&P US Value ETF position peaked at $429K in Q4 2019.
374 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.