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

Kabarec 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
2018 Q2	$177K	Buy	+2,145	New	+$180K	0.14%	44

Other funds holding VLUE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kabarec Financial Advisors's VLUE Position: Q2 2018 in Review

Kabarec Financial Advisors opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2018: 2,145 shares worth $177K. The stake represents 0.14% of the portfolio and ranks #44 among its holdings.

131 funds tracked by Wall St. Rank hold VLUE as of Q2 2018.

Kabarec Financial Advisors held 2,145 shares of iShares MSCI USA Value Factor ETF worth $177K as of Q2 2018.
iShares MSCI USA Value Factor ETF was a new Kabarec Financial Advisors position in Q2 2018.
iShares MSCI USA Value Factor ETF made up 0.14% of Kabarec Financial Advisors's portfolio in Q2 2018, its #44 holding.
131 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.