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Crossmark Global Holdings’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Crossmark Global Holdings’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
-5,044
Closed -$631K – 1324
2025
Q3 		$631K Sell
5,044
-958
-16% -$113K 0.01% 803
2025
Q2 		$680K Sell
6,002
-27
-0.4% -$2.85K 0.01% 753
2025
Q1 		$643K Buy
+6,029
New +$657K 0.01% 765

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

Crossmark Global Holdings's VLUE Position: Q4 2025 in Review

Crossmark Global Holdings sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2025, closing a stake of 5,044 shares — an estimated $631K sold.

Crossmark Global Holdings first reported a position in VLUE in Q1 2025 and held it in 3 quarters. The position peaked at $680K in Q2 2025. 474 funds tracked by Wall St. Rank hold VLUE as of Q4 2025.

  • Crossmark Global Holdings reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 5,044 iShares MSCI USA Value Factor ETF shares in Q4 2025, an estimated $631K.
  • Crossmark Global Holdings first reported a position in iShares MSCI USA Value Factor ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's iShares MSCI USA Value Factor ETF position peaked at $680K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.