LWA
VLUE icon

Lenox Wealth Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Lenox Wealth 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
2022
Q1 		$13K Buy
+123
New +$13.1K ﹤0.01% 448
2021
Q2 		– Sell
-32
Closed -$3K – 801
2021
Q1 		$3K Buy
+32
New +$3.08K ﹤0.01% 582

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Lenox Wealth Advisors's VLUE Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q1 2022: 123 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in VLUE as recently as Q1 2021.

Lenox Wealth Advisors first reported a position in VLUE in Q1 2021 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold VLUE as of Q1 2022.

  • Lenox Wealth Advisors held 123 shares of iShares MSCI USA Value Factor ETF worth $13K as of Q1 2022.
  • iShares MSCI USA Value Factor ETF was a new Lenox Wealth Advisors position in Q1 2022.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #448 holding.
  • Lenox Wealth Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q1 2021 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.