Clean Yield Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Clean Yield Group’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
2022 Q2	–	Sell	-1,294	Closed	-$98K	–	449
2022 Q1	$98K	Sell	1,294 -1,500	-54%	-$112K	0.03%	197
2021 Q4	$213K	Hold	2,794	–	–	0.07%	149
2021 Q3	$198K	Hold	2,794	–	–	0.06%	154
2021 Q2	$201K	Buy	+2,794	New	+$201K	0.07%	140
2021 Q1	–	Sell	-2,794	Closed	-$174K	–	260
2020 Q4	$174K	Buy	+2,794	New	+$164K	0.06%	151

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

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

Clean Yield Group's IUSV Position: Q2 2022 in Review

Clean Yield Group sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2022, closing a stake of 1,294 shares — an estimated $98K sold.

Clean Yield Group first reported a position in IUSV in Q4 2020 and held it in 5 quarters. The position peaked at $213K in Q4 2021. 484 funds tracked by Wall St. Rank hold IUSV as of Q2 2022.

Clean Yield Group reported no remaining iShares Core S&P US Value ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 1,294 iShares Core S&P US Value ETF shares in Q2 2022, an estimated $98K.
Clean Yield Group first reported a position in iShares Core S&P US Value ETF in Q4 2020 and held it in 5 quarters.
Clean Yield Group's iShares Core S&P US Value ETF position peaked at $213K in Q4 2021.
484 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.