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Emerson Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Emerson Investment 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
2014
Q4 		– Sell
-336
Closed -$15K – 171
2014
Q3 		$15K Buy
+336
New +$14.8K ﹤0.01% 187

Other funds holding IUSV

AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Emerson Investment Management's IUSV Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2014, closing a stake of 336 shares — an estimated $15K sold.

Emerson Investment Management first reported a position in IUSV in Q3 2014 and held it in 1 quarter. The position peaked at $15K in Q3 2014. 95 funds tracked by Wall St. Rank hold IUSV as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares Core S&P US Value ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 336 iShares Core S&P US Value ETF shares in Q4 2014, an estimated $15K.
  • Emerson Investment Management first reported a position in iShares Core S&P US Value ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares Core S&P US Value ETF position peaked at $15K in Q3 2014.
  • 95 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.