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Family Legacy Financial Solutions’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Family Legacy Financial Solutions’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
-120
Closed -$15K – 224
2025
Q3 		$15K Hold
120
– – 0.01% 144
2025
Q2 		$13.6K Buy
+120
New +$12.7K 0.01% 136

Other funds holding VLUE

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MMI
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Family Legacy Financial Solutions's VLUE Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2025, closing a stake of 120 shares — an estimated $15K sold.

Family Legacy Financial Solutions first reported a position in VLUE in Q2 2025 and held it in 2 quarters. The position peaked at $15K in Q3 2025. 474 funds tracked by Wall St. Rank hold VLUE as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 120 iShares MSCI USA Value Factor ETF shares in Q4 2025, an estimated $15K.
  • Family Legacy Financial Solutions first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's iShares MSCI USA Value Factor ETF position peaked at $15K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.