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LifePlan Financial Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

LifePlan Financial Group’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
Q3 		$2.38M Buy
32,255
+520
+2% +$38.6K 1.02% 32
2020
Q2 		$2.29M Buy
+31,735
New +$2.21M 1.05% 30

Other funds holding VLUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

LifePlan Financial Group's VLUE Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 1.6% in Q3 2020, buying an estimated $38.6K and bringing the position to 32,255 shares worth $2.38M. The position accounts for 1.02% of the portfolio, ranked #32.

LifePlan Financial Group first reported a position in VLUE in Q2 2020 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold VLUE as of Q3 2020.

  • LifePlan Financial Group held 32,255 shares of iShares MSCI USA Value Factor ETF worth $2.38M as of Q3 2020.
  • LifePlan Financial Group bought 520 iShares MSCI USA Value Factor ETF shares in Q3 2020, an estimated $38.6K.
  • iShares MSCI USA Value Factor ETF made up 1.02% of LifePlan Financial Group's portfolio in Q3 2020, its #32 holding.
  • LifePlan Financial Group first reported a position in iShares MSCI USA Value Factor ETF in Q2 2020 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.