J. Safra Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

J. Safra 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
2016 Q4	$108K	Buy	+2,199	New	+$104K	0.21%	23

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J. Safra Asset Management's IUSV Position: Q4 2016 in Review

J. Safra Asset Management opened a new position in iShares Core S&P US Value ETF (IUSV) in Q4 2016: 2,199 shares worth $108K. The stake represents 0.21% of the portfolio and ranks #23 among its holdings.

118 funds tracked by Wall St. Rank hold IUSV as of Q4 2016.

J. Safra Asset Management held 2,199 shares of iShares Core S&P US Value ETF worth $108K as of Q4 2016.
iShares Core S&P US Value ETF was a new J. Safra Asset Management position in Q4 2016.
iShares Core S&P US Value ETF made up 0.21% of J. Safra Asset Management's portfolio in Q4 2016, its #23 holding.
118 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2016.

Based on J. Safra Asset Management's 13F filing for Q4 2016, filed 9 Feb 2017.