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Farmers & Merchants Investments Inc’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q2 		– Sell
-38
Closed -$3.52K – 1795
2023
Q1 		$3.52K Buy
+38
New +$3.58K ﹤0.01% 814
2022
Q2 		– Sell
-83
Closed -$9K – 985
2022
Q1 		$9K Buy
+83
New +$8.87K ﹤0.01% 792

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.73T AUM 46.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farmers & Merchants Investments Inc's VLUE Position: Q2 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2023, closing a stake of 38 shares — an estimated $3.52K sold.

Farmers & Merchants Investments Inc first reported a position in VLUE in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 430 funds tracked by Wall St. Rank hold VLUE as of Q2 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 38 iShares MSCI USA Value Factor ETF shares in Q2 2023, an estimated $3.52K.
  • Farmers & Merchants Investments Inc first reported a position in iShares MSCI USA Value Factor ETF in Q1 2022 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares MSCI USA Value Factor ETF position peaked at $9K in Q1 2022.
  • 430 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2023, filed 1 Aug 2023.