BW
VLUE icon

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

Bravera 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
2026
Q2 		$13K Hold
65
– – 0.01% 260
2026
Q1 		$9.24K Hold
65
– – ﹤0.01% 295
2025
Q4 		$8.89K Buy
+65
New +$8.53K ﹤0.01% 287

Other funds holding VLUE

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Bravera Wealth's VLUE Position: Q2 2026 in Review

Bravera Wealth held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 65 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #260.

Bravera Wealth first reported a position in VLUE in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Bravera Wealth held 65 shares of iShares MSCI USA Value Factor ETF worth $13K as of Q2 2026.
  • Bravera Wealth left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #260 holding.
  • Bravera Wealth first reported a position in iShares MSCI USA Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.