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Householder Group Estate & Retirement Specialist’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-115
Closed -$12.5K – 1343
2024
Q1 		$12.5K Buy
+115
New +$11.8K ﹤0.01% 767

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Householder Group Estate & Retirement Specialist's VLUE Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2024, closing a stake of 115 shares — an estimated $12.5K sold.

Householder Group Estate & Retirement Specialist first reported a position in VLUE in Q1 2024 and held it in 1 quarter. The position peaked at $12.5K in Q1 2024. 403 funds tracked by Wall St. Rank hold VLUE as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 115 iShares MSCI USA Value Factor ETF shares in Q2 2024, an estimated $12.5K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI USA Value Factor ETF in Q1 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares MSCI USA Value Factor ETF position peaked at $12.5K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.