American Economic Planning Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

American Economic Planning Group’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
2019 Q3	$1.9M	Buy	23,194 +3,427	+17%	+$278K	0.52%	19
2019 Q2	$1.6M	Buy	19,767 +1,670	+9%	+$134K	0.48%	19
2019 Q1	$1.45M	Buy	18,097 +7,074	+64%	+$560K	0.45%	20
2018 Q4	$800K	Buy	11,023 +125	+1%	+$10.1K	0.26%	36
2018 Q3	$957K	Buy	10,898 +4,845	+80%	+$419K	0.34%	26
2018 Q2	$500K	Buy	+6,053	New	+$508K	0.19%	40

Other funds holding VLUE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

American Economic Planning Group's VLUE Position: Q3 2019 in Review

American Economic Planning Group increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 17% in Q3 2019, buying an estimated $278K and bringing the position to 23,194 shares worth $1.9M. The position accounts for 0.52% of the portfolio, ranked #19.

American Economic Planning Group first reported a position in VLUE in Q2 2018 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold VLUE as of Q3 2019.

American Economic Planning Group held 23,194 shares of iShares MSCI USA Value Factor ETF worth $1.9M as of Q3 2019.
American Economic Planning Group bought 3,427 iShares MSCI USA Value Factor ETF shares in Q3 2019, an estimated $278K.
iShares MSCI USA Value Factor ETF made up 0.52% of American Economic Planning Group's portfolio in Q3 2019, its #19 holding.
American Economic Planning Group first reported a position in iShares MSCI USA Value Factor ETF in Q2 2018 and has held it in 6 quarters since.
182 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.