MIFH
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Migdal Insurance & Financial Holdings’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Migdal Insurance & Financial Holdings’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
2024
Q4 		– Sell
-21
Closed -$2K – 491
2024
Q3 		$2K Sell
21
-40
-66% -$4.22K ﹤0.01% 393
2024
Q2 		$6K Sell
61
-100
-62% -$10.3K ﹤0.01% 473
2024
Q1 		$17K Hold
161
– – ﹤0.01% 310
2023
Q4 		$16K Hold
161
– – ﹤0.01% 396
2023
Q3 		$15K Buy
+161
New +$15.2K ﹤0.01% 390
2017
Q4 		– Sell
-611
Closed -$47K – 581
2017
Q3 		$47K Hold
611
– – ﹤0.01% 456
2017
Q2 		$45K Hold
611
– – ﹤0.01% 395
2017
Q1 		$45K Buy
+611
New +$44.4K ﹤0.01% 397

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's VLUE Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2024, closing a stake of 21 shares — an estimated $2K sold.

Migdal Insurance & Financial Holdings first reported a position in VLUE in Q1 2017 and held it in 8 quarters. The position peaked at $47K in Q3 2017. 422 funds tracked by Wall St. Rank hold VLUE as of Q4 2024.

  • Migdal Insurance & Financial Holdings reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 21 iShares MSCI USA Value Factor ETF shares in Q4 2024, an estimated $2K.
  • Migdal Insurance & Financial Holdings first reported a position in iShares MSCI USA Value Factor ETF in Q1 2017 and held it in 8 quarters.
  • Migdal Insurance & Financial Holdings's iShares MSCI USA Value Factor ETF position peaked at $47K in Q3 2017.
  • 422 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.