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Global Trust Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Global Trust Asset 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
2020
Q1 		– Sell
-8,425
Closed -$531K – 382
2019
Q4 		$531K Buy
+8,425
New +$508K 0.32% 96

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Morgan Stanley
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BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Trust Asset Management's IUSV Position: Q1 2020 in Review

Global Trust Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q1 2020, closing a stake of 8,425 shares — an estimated $531K sold.

Global Trust Asset Management first reported a position in IUSV in Q4 2019 and held it in 1 quarter. The position peaked at $531K in Q4 2019. 307 funds tracked by Wall St. Rank hold IUSV as of Q1 2020.

  • Global Trust Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q1 2020 after selling out during the quarter.
  • Global Trust Asset Management sold 8,425 iShares Core S&P US Value ETF shares in Q1 2020, an estimated $531K.
  • Global Trust Asset Management first reported a position in iShares Core S&P US Value ETF in Q4 2019 and held it in 1 quarter.
  • Global Trust Asset Management's iShares Core S&P US Value ETF position peaked at $531K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2020.

Based on Global Trust Asset Management's 13F filing for Q1 2020, filed 6 Apr 2020.