Bremer Trust National Association’s iShares S&P 500 Value ETF IVE Stock Holding History

Bremer Trust National Association’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$92K	Buy	+914	New	+$100K	0.02%	349

Other funds holding IVE

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Bremer Trust National Association's IVE Position: Q4 2018 in Review

Bremer Trust National Association opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2018: 914 shares worth $92K. The stake represents 0.02% of the portfolio and ranks #349 among its holdings.

727 funds tracked by Wall St. Rank hold IVE as of Q4 2018.

Bremer Trust National Association held 914 shares of iShares S&P 500 Value ETF worth $92K as of Q4 2018.
iShares S&P 500 Value ETF was a new Bremer Trust National Association position in Q4 2018.
iShares S&P 500 Value ETF made up 0.02% of Bremer Trust National Association's portfolio in Q4 2018, its #349 holding.
727 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2018.

Based on Bremer Trust National Association's 13F filing for Q4 2018, filed 11 Feb 2019.