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Anfield Capital Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Anfield Capital 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
2026
Q1 		$5.57K Buy
+39
New +$5.72K ﹤0.01% 498
2024
Q4 		– Sell
-478
Closed -$52.1K – 502
2024
Q3 		$52.1K Buy
+478
New +$50.5K 0.02% 130

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anfield Capital Management's VLUE Position: Q1 2026 in Review

Anfield Capital Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q1 2026: 39 shares worth $5.57K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Anfield Capital Management previously reported a position in VLUE as recently as Q3 2024.

Anfield Capital Management first reported a position in VLUE in Q3 2024 and has held it in 2 quarters since. The position peaked at $52.1K in Q3 2024. 554 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

  • Anfield Capital Management held 39 shares of iShares MSCI USA Value Factor ETF worth $5.57K as of Q1 2026.
  • iShares MSCI USA Value Factor ETF was a new Anfield Capital Management position in Q1 2026.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #498 holding.
  • Anfield Capital Management first reported a position in iShares MSCI USA Value Factor ETF in Q3 2024 and has held it in 2 quarters since.
  • Anfield Capital Management's iShares MSCI USA Value Factor ETF position peaked at $52.1K in Q3 2024.
  • 554 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.