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BFC Planning, Inc.’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

BFC Planning, 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
2026
Q2 		$22.9K Buy
+115
New +$20.6K ﹤0.01% 1949
2025
Q3 		– Sell
-12
Closed -$1.36K – 2988
2025
Q2 		$1.36K Buy
+12
New +$1.27K ﹤0.01% 2388

Other funds holding VLUE

Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s VLUE Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 115 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #1949 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in VLUE as recently as Q2 2025.

BFC Planning, Inc. first reported a position in VLUE in Q2 2025 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • BFC Planning, Inc. held 115 shares of iShares MSCI USA Value Factor ETF worth $22.9K as of Q2 2026.
  • iShares MSCI USA Value Factor ETF was a new BFC Planning, Inc. position in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1949 holding.
  • BFC Planning, Inc. first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.