Klingman & Associates’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Klingman & Associates’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
2026 Q2	$219K	Buy	+1,097	New	+$196K	0.01%	326

Other funds holding VLUE

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Klingman & Associates's VLUE Position: Q2 2026 in Review

Klingman & Associates opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,097 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings.

624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Klingman & Associates held 1,097 shares of iShares MSCI USA Value Factor ETF worth $219K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new Klingman & Associates position in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #326 holding.
624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.