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Hills Bank & Trust’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Hills Bank & Trust’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
2023
Q4 		– Sell
-1,315
Closed -$119K – 277
2023
Q3 		$119K Hold
1,315
– – 0.01% 247
2023
Q2 		$123K Hold
1,315
– – 0.02% 238
2023
Q1 		$122K Buy
+1,315
New +$124K 0.02% 239

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Hills Bank & Trust's VLUE Position: Q4 2023 in Review

Hills Bank & Trust sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2023, closing a stake of 1,315 shares — an estimated $119K sold.

Hills Bank & Trust first reported a position in VLUE in Q1 2023 and held it in 3 quarters. The position peaked at $123K in Q2 2023. 432 funds tracked by Wall St. Rank hold VLUE as of Q4 2023.

  • Hills Bank & Trust reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Hills Bank & Trust sold 1,315 iShares MSCI USA Value Factor ETF shares in Q4 2023, an estimated $119K.
  • Hills Bank & Trust first reported a position in iShares MSCI USA Value Factor ETF in Q1 2023 and held it in 3 quarters.
  • Hills Bank & Trust's iShares MSCI USA Value Factor ETF position peaked at $123K in Q2 2023.
  • 432 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2023.

Based on Hills Bank & Trust's 13F filing for Q4 2023, filed 7 Feb 2024.