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Edmond de Rothschild Holding’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Edmond de Rothschild Holding’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
2015
Q4 		– Sell
-610
Closed -$23K – 855
2015
Q3 		$23K Buy
+610
New +$24.6K ﹤0.01% 699

Other funds holding IUSG

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Edmond de Rothschild Holding's IUSG Position: Q4 2015 in Review

Edmond de Rothschild Holding sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2015, closing a stake of 610 shares — an estimated $23K sold.

Edmond de Rothschild Holding first reported a position in IUSG in Q3 2015 and held it in 1 quarter. The position peaked at $23K in Q3 2015. 93 funds tracked by Wall St. Rank hold IUSG as of Q4 2015.

  • Edmond de Rothschild Holding reported no remaining iShares Core S&P US Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 610 iShares Core S&P US Growth ETF shares in Q4 2015, an estimated $23K.
  • Edmond de Rothschild Holding first reported a position in iShares Core S&P US Growth ETF in Q3 2015 and held it in 1 quarter.
  • Edmond de Rothschild Holding's iShares Core S&P US Growth ETF position peaked at $23K in Q3 2015.
  • 93 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2015.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2015, filed 16 Feb 2016.