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

Meristem Family 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
2020
Q3 		– Sell
-14,170
Closed -$740K – 205
2020
Q2 		$740K Buy
+14,170
New +$724K 0.2% 72
2017
Q1 		– Sell
-8,265
Closed -$406K – 109
2016
Q4 		$406K Buy
+8,265
New +$391K 0.17% 72

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Meristem Family Wealth's IUSV Position: Q3 2020 in Review

Meristem Family Wealth sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2020, closing a stake of 14,170 shares — an estimated $740K sold.

Meristem Family Wealth first reported a position in IUSV in Q4 2016 and held it in 2 quarters. The position peaked at $740K in Q2 2020. 308 funds tracked by Wall St. Rank hold IUSV as of Q3 2020.

  • Meristem Family Wealth reported no remaining iShares Core S&P US Value ETF position as of Q3 2020 after selling out during the quarter.
  • Meristem Family Wealth sold 14,170 iShares Core S&P US Value ETF shares in Q3 2020, an estimated $740K.
  • Meristem Family Wealth first reported a position in iShares Core S&P US Value ETF in Q4 2016 and held it in 2 quarters.
  • Meristem Family Wealth's iShares Core S&P US Value ETF position peaked at $740K in Q2 2020.
  • 308 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2020.

Based on Meristem Family Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.