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

Litman Gregory 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
2019
Q3 		– Sell
-7
Closed -$1K – 238
2019
Q2 		$1K Buy
+7
New +$561 ﹤0.01% 236

Other funds holding VLUE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Litman Gregory Wealth Management's VLUE Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q3 2019, closing a stake of 7 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in VLUE in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 182 funds tracked by Wall St. Rank hold VLUE as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining iShares MSCI USA Value Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 7 iShares MSCI USA Value Factor ETF shares in Q3 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q2 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's iShares MSCI USA Value Factor ETF position peaked at $1K in Q2 2019.
  • 182 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.