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Laurel Wealth Advisors (North Carolina)’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q4 		– Sell
-31
Closed -$2K – 622
2020
Q3 		$2K Buy
+31
New +$2.3K ﹤0.01% 491

Other funds holding VLUE

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VLUE Position: Q4 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2020, closing a stake of 31 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VLUE in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 389 funds tracked by Wall St. Rank hold VLUE as of Q4 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 31 iShares MSCI USA Value Factor ETF shares in Q4 2020, an estimated $2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI USA Value Factor ETF in Q3 2020 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s iShares MSCI USA Value Factor ETF position peaked at $2K in Q3 2020.
  • 389 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2020, filed 4 Feb 2021.