MUFG Americas’s iShares Core S&P US Value ETF IUSV Stock Holding History

MUFG Americas’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 Q4	–	Sell	-414	Closed	-$26K	–	429
2022 Q3	$26K	Buy	+414	New	+$28.6K	﹤0.01%	579

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MUFG Americas's IUSV Position: Q4 2022 in Review

MUFG Americas sold out of iShares Core S&P US Value ETF (IUSV) in Q4 2022, closing a stake of 414 shares — an estimated $26K sold.

MUFG Americas first reported a position in IUSV in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 547 funds tracked by Wall St. Rank hold IUSV as of Q4 2022.

MUFG Americas reported no remaining iShares Core S&P US Value ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 414 iShares Core S&P US Value ETF shares in Q4 2022, an estimated $26K.
MUFG Americas first reported a position in iShares Core S&P US Value ETF in Q3 2022 and held it in 1 quarter.
MUFG Americas's iShares Core S&P US Value ETF position peaked at $26K in Q3 2022.
547 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.