Huber Financial Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Huber Financial Advisors’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
2020 Q1	$7.05M	Buy	111,860 +71,821	+179%	+$5.81M	2.64%	6
2019 Q4	$3.59M	Buy	40,039 +9,406	+31%	+$807K	1.25%	12
2019 Q3	$2.51M	Buy	30,633 +20,258	+195%	+$1.64M	0.98%	14
2019 Q2	$842K	Buy	+10,375	New	+$831K	0.37%	39

Other funds holding VLUE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Huber Financial Advisors's VLUE Position: Q1 2020 in Review

Huber Financial Advisors increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 179% in Q1 2020, buying an estimated $5.81M and bringing the position to 111,860 shares worth $7.05M. The position accounts for 2.64% of the portfolio, ranked #6.

Huber Financial Advisors first reported a position in VLUE in Q2 2019 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold VLUE as of Q1 2020.

Huber Financial Advisors held 111,860 shares of iShares MSCI USA Value Factor ETF worth $7.05M as of Q1 2020.
Huber Financial Advisors bought 71,821 iShares MSCI USA Value Factor ETF shares in Q1 2020, an estimated $5.81M.
iShares MSCI USA Value Factor ETF made up 2.64% of Huber Financial Advisors's portfolio in Q1 2020, its #6 holding.
Huber Financial Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q2 2019 and has held it in 4 quarters since.
203 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.