Lake Point Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$0	Buy	+5	New	+$494	﹤0.01%	514

Other funds holding VLUE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MIAS

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

FAF

Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

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

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

MMI

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Lake Point Wealth Management's VLUE Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2022: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

510 funds tracked by Wall St. Rank hold VLUE as of Q2 2022.

Lake Point Wealth Management held 5 shares of iShares MSCI USA Value Factor ETF worth $0 as of Q2 2022.
iShares MSCI USA Value Factor ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares MSCI USA Value Factor ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #514 holding.
510 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.