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

Emerson Wealth’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
Q2 		$267K Buy
+3,992
New +$287K 0.17% 19

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Emerson Wealth's IUSV Position: Q2 2022 in Review

Emerson Wealth opened a new position in iShares Core S&P US Value ETF (IUSV) in Q2 2022: 3,992 shares worth $267K. The stake represents 0.17% of the portfolio and ranks #19 among its holdings.

484 funds tracked by Wall St. Rank hold IUSV as of Q2 2022.

  • Emerson Wealth held 3,992 shares of iShares Core S&P US Value ETF worth $267K as of Q2 2022.
  • iShares Core S&P US Value ETF was a new Emerson Wealth position in Q2 2022.
  • iShares Core S&P US Value ETF made up 0.17% of Emerson Wealth's portfolio in Q2 2022, its #19 holding.
  • 484 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.