Gerber Kawasaki Wealth & Investment Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026 Q1	–	Sell	-743	Closed	-$102K	–	373
2025 Q4	$102K	Buy	+743	New	+$97.5K	﹤0.01%	332
2021 Q4	–	Sell	-3	Closed	-$3K	–	1083
2021 Q3	$3K	Buy	+3	New	+$312	﹤0.01%	862

Other funds holding VLUE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VLUE Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2026, closing a stake of 743 shares — an estimated $102K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VLUE in Q3 2021 and held it in 2 quarters. The position peaked at $102K in Q4 2025. 550 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2026 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 743 iShares MSCI USA Value Factor ETF shares in Q1 2026, an estimated $102K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI USA Value Factor ETF in Q3 2021 and held it in 2 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares MSCI USA Value Factor ETF position peaked at $102K in Q4 2025.
550 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.