Eaton Vance Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Eaton Vance Management’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 Q3	$399K	Buy	6,376 +25	+0.4%	+$1.73K	﹤0.01%	1380
2022 Q2	$425K	Buy	6,351 +1,505	+31%	+$108K	﹤0.01%	1403
2022 Q1	$368K	Hold	4,846	–	–	﹤0.01%	1586
2021 Q4	$370K	Buy	4,846 +200	+4%	+$14.8K	﹤0.01%	1395
2021 Q3	$329K	Buy	4,646 +48	+1%	+$3.49K	﹤0.01%	1272
2021 Q2	$331K	Buy	4,598 +577	+14%	+$41.5K	﹤0.01%	1446
2021 Q1	$277K	Buy	+4,021	New	+$264K	﹤0.01%	1397

Other funds holding IUSV

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

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

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

BTI

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Eaton Vance Management's IUSV Position: Q3 2022 in Review

Eaton Vance Management increased its iShares Core S&P US Value ETF (IUSV) stake by 0.39% in Q3 2022, buying an estimated $1.73K and bringing the position to 6,376 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Eaton Vance Management first reported a position in IUSV in Q1 2021 and has held it in 7 quarters since. The position peaked at $425K in Q2 2022. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

Eaton Vance Management held 6,376 shares of iShares Core S&P US Value ETF worth $399K as of Q3 2022.
Eaton Vance Management bought 25 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $1.73K.
iShares Core S&P US Value ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1380 holding.
Eaton Vance Management first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 7 quarters since.
Eaton Vance Management's iShares Core S&P US Value ETF position peaked at $425K in Q2 2022.
478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.