HAS
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HBW Advisory Services’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

HBW Advisory Services’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
2021
Q2 		– Sell
-9,222
Closed -$945K – 280
2021
Q1 		$945K Buy
+9,222
New +$889K 0.25% 94

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FCAS
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MIAS
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Bank of America
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Carson Wealth (CWM LLC)
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Morgan Stanley
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Mercer Global Advisors
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LPL Financial
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