Financial Gravity Asset Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Financial Gravity Asset 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 Q1	$2.99K	Buy	+28	New	+$3.05K	﹤0.01%	778

Other funds holding VLUE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Financial Gravity Asset Management's VLUE Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q1 2025: 28 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings.

421 funds tracked by Wall St. Rank hold VLUE as of Q1 2025.

Financial Gravity Asset Management held 28 shares of iShares MSCI USA Value Factor ETF worth $2.99K as of Q1 2025.
iShares MSCI USA Value Factor ETF was a new Financial Gravity Asset Management position in Q1 2025.
iShares MSCI USA Value Factor ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #778 holding.
421 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.