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Axim Planning & Wealth’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-92
Closed -$8K – 158
2022
Q3 		$8K Sell
92
-17
-16% -$1.58K 0.01% 122
2022
Q2 		$10K Buy
+109
New +$10.8K 0.01% 93

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axim Planning & Wealth's VLUE Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2022, closing a stake of 92 shares — an estimated $8K sold.

Axim Planning & Wealth first reported a position in VLUE in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 467 funds tracked by Wall St. Rank hold VLUE as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 92 iShares MSCI USA Value Factor ETF shares in Q4 2022, an estimated $8K.
  • Axim Planning & Wealth first reported a position in iShares MSCI USA Value Factor ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares MSCI USA Value Factor ETF position peaked at $10K in Q2 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.