Eaton Vance Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-543	Closed	-$63K	–	2265
2021 Q4	$63K	Hold	543	–	–	﹤0.01%	2014
2021 Q3	$20K	Hold	543	–	–	﹤0.01%	1637
2021 Q2	$55K	Hold	543	–	–	﹤0.01%	2121
2021 Q1	$49K	Buy	+543	New	+$48.9K	﹤0.01%	1800

Other funds holding IUSG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Eaton Vance Management's IUSG Position: Q1 2022 in Review

Eaton Vance Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 543 shares — an estimated $63K sold.

Eaton Vance Management first reported a position in IUSG in Q1 2021 and held it in 4 quarters. The position peaked at $63K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Eaton Vance Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 543 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $63K.
Eaton Vance Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's iShares Core S&P US Growth ETF position peaked at $63K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.