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Goldstone Financial Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Goldstone Financial Group’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
-6,147
Closed -$841K – 237
2025
Q4 		$841K Buy
+6,147
New +$806K 0.09% 126

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldstone Financial Group's VLUE Position: Q1 2026 in Review

Goldstone Financial Group sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2026, closing a stake of 6,147 shares — an estimated $841K sold.

Goldstone Financial Group first reported a position in VLUE in Q4 2025 and held it in 1 quarter. The position peaked at $841K in Q4 2025. 550 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

  • Goldstone Financial Group reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 6,147 iShares MSCI USA Value Factor ETF shares in Q1 2026, an estimated $841K.
  • Goldstone Financial Group first reported a position in iShares MSCI USA Value Factor ETF in Q4 2025 and held it in 1 quarter.
  • Goldstone Financial Group's iShares MSCI USA Value Factor ETF position peaked at $841K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.