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Abich Financial Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Abich Financial Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.25K Buy
+18
New +$2.12K ﹤0.01% 569
2024
Q3 		– Sell
-18
Closed -$1.86K – 822
2024
Q2 		$1.86K Hold
18
– – ﹤0.01% 499
2024
Q1 		$1.95K Hold
18
– – ﹤0.01% 378
2023
Q4 		$1.82K Buy
+18
New +$1.67K ﹤0.01% 338

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Abich Financial Wealth Management's VLUE Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q3 2025: 18 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VLUE as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in VLUE in Q4 2023 and has held it in 4 quarters since. 432 funds tracked by Wall St. Rank hold VLUE as of Q3 2025.

  • Abich Financial Wealth Management held 18 shares of iShares MSCI USA Value Factor ETF worth $2.25K as of Q3 2025.
  • iShares MSCI USA Value Factor ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #569 holding.
  • Abich Financial Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q4 2023 and has held it in 4 quarters since.
  • 432 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.