Eaton Vance Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Eaton Vance Management’s Portfolio IUS Stock Details IUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-58	Closed	-$2K	–	2264
2021 Q4	$2K	Hold	58	–	–	﹤0.01%	2735
2021 Q3	$2K	Hold	58	–	–	﹤0.01%	1925
2021 Q2	$2K	Hold	58	–	–	﹤0.01%	2712
2021 Q1	$2K	Buy	+58	New	+$1.94K	﹤0.01%	2769

Other funds holding IUS

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return