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

ERTS Wealth Advisors’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
2019
Q1 		– Sell
-44
Closed -$3K – 294
2018
Q4 		$3K Buy
+44
New +$3.56K ﹤0.01% 295

Other funds holding VLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

ERTS Wealth Advisors's VLUE Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2019, closing a stake of 44 shares — an estimated $3K sold.

ERTS Wealth Advisors first reported a position in VLUE in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 166 funds tracked by Wall St. Rank hold VLUE as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 44 iShares MSCI USA Value Factor ETF shares in Q1 2019, an estimated $3K.
  • ERTS Wealth Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's iShares MSCI USA Value Factor ETF position peaked at $3K in Q4 2018.
  • 166 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.