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Efficient Market Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Efficient Market Advisors’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
2013
Q4 		– Sell
-150
Closed -$6K – 155
2013
Q3 		$6K Hold
150
– – ﹤0.01% 114
2013
Q2 		$5K Buy
+150
New +$5.45K ﹤0.01% 102

Other funds holding IUSV

AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return

Efficient Market Advisors's IUSV Position: Q4 2013 in Review

Efficient Market Advisors sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2013, closing a stake of 150 shares — an estimated $6K sold.

Efficient Market Advisors first reported a position in IUSV in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 77 funds tracked by Wall St. Rank hold IUSV as of Q4 2013.

  • Efficient Market Advisors reported no remaining iShares Core S&P US Value ETF position as of Q4 2013 after selling out during the quarter.
  • Efficient Market Advisors sold 150 iShares Core S&P US Value ETF shares in Q4 2013, an estimated $6K.
  • Efficient Market Advisors first reported a position in iShares Core S&P US Value ETF in Q2 2013 and held it in 2 quarters.
  • Efficient Market Advisors's iShares Core S&P US Value ETF position peaked at $6K in Q3 2013.
  • 77 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2013.

Based on Efficient Market Advisors's 13F filing for Q4 2013, filed 10 Jan 2014.