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

Angeles 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
2026 Q1	–	Sell	-89	Closed	-$12.2K	–	554
2025 Q4	$12.2K	Buy	+89	New	+$11.7K	﹤0.01%	450
2025 Q2	–	Sell	-3,000	Closed	-$320K	–	455
2025 Q1	$320K	Hold	3,000	–	–	0.03%	193
2024 Q4	$317K	Buy	+3,000	New	+$330K	0.03%	197
2024 Q3	–	Sell	-3,048	Closed	-$315K	–	352
2024 Q2	$315K	Hold	3,048	–	–	0.03%	174
2024 Q1	$330K	Buy	+3,048	New	+$312K	0.03%	162
2022 Q4	–	Sell	-1,960	Closed	-$160K	–	229
2022 Q3	$160K	Sell	1,960 -1,265	-39%	-$117K	0.03%	173
2022 Q2	$292K	Sell	3,225 -2,255	-41%	-$223K	0.06%	135
2022 Q1	$573K	Buy	+5,480	New	+$586K	0.11%	102

Other funds holding VLUE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Angeles Wealth Management's VLUE Position: Q1 2026 in Review

Angeles Wealth Management sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2026, closing a stake of 89 shares — an estimated $12.2K sold.

Angeles Wealth Management first reported a position in VLUE in Q1 2022 and held it in 8 quarters. The position peaked at $573K in Q1 2022. 554 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

Angeles Wealth Management reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2026 after selling out during the quarter.
Angeles Wealth Management sold 89 iShares MSCI USA Value Factor ETF shares in Q1 2026, an estimated $12.2K.
Angeles Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q1 2022 and held it in 8 quarters.
Angeles Wealth Management's iShares MSCI USA Value Factor ETF position peaked at $573K in Q1 2022.
554 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.