Requisite Energy Fund I’s iShares S&P 500 Value ETF IVE Stock Holding History

Requisite Energy Fund I’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$11.3M	Buy	+112,142	New	+$12.3M	4.44%	5

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Requisite Energy Fund I's IVE Position: Q4 2018 in Review

Requisite Energy Fund I opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2018: 112,142 shares worth $11.3M. The stake represents 4.44% of the portfolio and ranks #5 among its holdings.

727 funds tracked by Wall St. Rank hold IVE as of Q4 2018.

Requisite Energy Fund I held 112,142 shares of iShares S&P 500 Value ETF worth $11.3M as of Q4 2018.
iShares S&P 500 Value ETF was a new Requisite Energy Fund I position in Q4 2018.
iShares S&P 500 Value ETF made up 4.44% of Requisite Energy Fund I's portfolio in Q4 2018, its #5 holding.
727 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2018.

Based on Requisite Energy Fund I's 13F filing for Q4 2018, filed 14 Feb 2019.