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

Corient Private 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
2025
Q2 		$1.41M Sell
2025
Q1 		$1.37M Sell
2024
Q4 		$1.54M Sell
2024
Q3 		$2.37M Buy
2024
Q2 		$2M Buy
2024
Q1 		$1.42M Buy
2023
Q4 		$753K Buy