Clarfeld Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Clarfeld Financial Advisors’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	$3.46M	Buy	+34,242	New	+$3.75M	2.88%	9

Other funds holding IVE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clarfeld Financial Advisors's IVE Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2018: 34,242 shares worth $3.46M. The stake represents 2.88% of the portfolio and ranks #9 among its holdings.

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

Clarfeld Financial Advisors held 34,242 shares of iShares S&P 500 Value ETF worth $3.46M as of Q4 2018.
iShares S&P 500 Value ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares S&P 500 Value ETF made up 2.88% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #9 holding.
727 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.