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Advanced Research Investment Solutions’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Advanced Research Investment Solutions’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
2022
Q3 		– Sell
-1,912
Closed -$173K – 185
2022
Q2 		$173K Buy
+1,912
New +$189K 0.1% 26

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FAF
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MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Advanced Research Investment Solutions's VLUE Position: Q3 2022 in Review

Advanced Research Investment Solutions sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q3 2022, closing a stake of 1,912 shares — an estimated $173K sold.

Advanced Research Investment Solutions first reported a position in VLUE in Q2 2022 and held it in 1 quarter. The position peaked at $173K in Q2 2022. 466 funds tracked by Wall St. Rank hold VLUE as of Q3 2022.

  • Advanced Research Investment Solutions reported no remaining iShares MSCI USA Value Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,912 iShares MSCI USA Value Factor ETF shares in Q3 2022, an estimated $173K.
  • Advanced Research Investment Solutions first reported a position in iShares MSCI USA Value Factor ETF in Q2 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's iShares MSCI USA Value Factor ETF position peaked at $173K in Q2 2022.
  • 466 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.