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

Lenox 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
2020 Q2	$80K	Buy	+1,110	New	+$77.4K	0.02%	214

Other funds holding VLUE

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MIAS

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Lenox Wealth Management's VLUE Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2020: 1,110 shares worth $80K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings.

281 funds tracked by Wall St. Rank hold VLUE as of Q2 2020.

Lenox Wealth Management held 1,110 shares of iShares MSCI USA Value Factor ETF worth $80K as of Q2 2020.
iShares MSCI USA Value Factor ETF was a new Lenox Wealth Management position in Q2 2020.
iShares MSCI USA Value Factor ETF made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #214 holding.
281 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.