Credit Agricole’s iShares S&P 500 Value ETF IVE Stock Holding History

Credit Agricole’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
2023 Q4	–	Sell	-90	Closed	-$138	–	959
2023 Q3	$138	Buy	+90	New	+$14.5K	﹤0.01%	909
2023 Q1	–	Sell	-30	Closed	-$44	–	707
2022 Q4	$44	Sell	30 -180	-86%	-$25.7K	﹤0.01%	705
2022 Q3	$0	Buy	210 +180	+600%	+$25.5K	﹤0.01%	694
2022 Q2	$0	Sell	30 -60	-67%	-$8.86K	﹤0.01%	708
2022 Q1	$0	Buy	+90	New	+$13.8K	﹤0.01%	736
2021 Q3	–	Sell	-144	Closed	–	–	704
2021 Q2	$0	Sell	144 -8	-5%	-$1.18K	﹤0.01%	703
2021 Q1	$0	Buy	152 +88	+138%	+$11.8K	﹤0.01%	664
2020 Q4	$0	Buy	+64	New	+$7.74K	﹤0.01%	590
2016 Q1	–	Sell	-350	Closed	-$31K	–	1329
2015 Q4	$31K	Hold	350	–	–	﹤0.01%	1361
2015 Q3	$29K	Hold	350	–	–	﹤0.01%	1412
2015 Q2	$32K	Buy	+350	New	+$33K	﹤0.01%	1377

Other funds holding IVE

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Credit Agricole's IVE Position: Q4 2023 in Review

Credit Agricole sold out of iShares S&P 500 Value ETF (IVE) in Q4 2023, closing a stake of 90 shares — an estimated $138 sold.

Credit Agricole first reported a position in IVE in Q2 2015 and held it in 11 quarters. The position peaked at $32K in Q2 2015. 1,259 funds tracked by Wall St. Rank hold IVE as of Q4 2023.

Credit Agricole reported no remaining iShares S&P 500 Value ETF position as of Q4 2023 after selling out during the quarter.
Credit Agricole sold 90 iShares S&P 500 Value ETF shares in Q4 2023, an estimated $138.
Credit Agricole first reported a position in iShares S&P 500 Value ETF in Q2 2015 and held it in 11 quarters.
Credit Agricole's iShares S&P 500 Value ETF position peaked at $32K in Q2 2015.
1,259 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2023.

Based on Credit Agricole's 13F filing for Q4 2023, filed 13 Feb 2024.