AWM
VLUE icon

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

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MMI
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BlackRock
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return