BFC
VLUE icon

Bedel Financial Consulting’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-538
Closed -$56K – 885
2022
Q1 		$56K Hold
538
– – 0.02% 371
2021
Q4 		$59K Hold
538
– – 0.02% 370
2021
Q3 		$54K Buy
538
+427
+385% +$44.4K 0.02% 368
2021
Q2 		$12K Buy
+111
New +$11.7K ﹤0.01% 644

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
FAF
Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bedel Financial Consulting's VLUE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2022, closing a stake of 538 shares — an estimated $56K sold.

Bedel Financial Consulting first reported a position in VLUE in Q2 2021 and held it in 4 quarters. The position peaked at $59K in Q4 2021. 510 funds tracked by Wall St. Rank hold VLUE as of Q2 2022.

  • Bedel Financial Consulting reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 538 iShares MSCI USA Value Factor ETF shares in Q2 2022, an estimated $56K.
  • Bedel Financial Consulting first reported a position in iShares MSCI USA Value Factor ETF in Q2 2021 and held it in 4 quarters.
  • Bedel Financial Consulting's iShares MSCI USA Value Factor ETF position peaked at $59K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.