Family Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Family Management’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	$3.43M	Sell
2025 Q1	$3.45M	Sell
2024 Q4	$3.5M	Buy