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

Becker 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
2025
Q4 		– Sell
-2,572
Closed -$322K – 307
2025
Q3 		$322K Hold
2,572
– – 0.01% 252
2025
Q2 		$291K Buy
+2,572
New +$271K 0.01% 250

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Becker Capital Management's VLUE Position: Q4 2025 in Review

Becker Capital Management sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2025, closing a stake of 2,572 shares — an estimated $322K sold.

Becker Capital Management first reported a position in VLUE in Q2 2025 and held it in 2 quarters. The position peaked at $322K in Q3 2025. 474 funds tracked by Wall St. Rank hold VLUE as of Q4 2025.

  • Becker Capital Management reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Becker Capital Management sold 2,572 iShares MSCI USA Value Factor ETF shares in Q4 2025, an estimated $322K.
  • Becker Capital Management first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and held it in 2 quarters.
  • Becker Capital Management's iShares MSCI USA Value Factor ETF position peaked at $322K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2025.

Based on Becker Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.