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Morling Financial Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Morling Financial 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
2026
Q2 		$36.2K Buy
+181
New +$32.4K 0.01% 102
2024
Q2 		– Sell
-3,082
Closed -$334K – 110
2024
Q1 		$334K Buy
+3,082
New +$315K 0.19% 47

Other funds holding VLUE

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morling Financial Advisors's VLUE Position: Q2 2026 in Review

Morling Financial Advisors opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 181 shares worth $36.2K. The stake represents 0.01% of the portfolio and ranks #102 among its holdings. This is a return to the name: Morling Financial Advisors previously reported a position in VLUE as recently as Q1 2024.

Morling Financial Advisors first reported a position in VLUE in Q1 2024 and has held it in 2 quarters since. The position peaked at $334K in Q1 2024. 626 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Morling Financial Advisors held 181 shares of iShares MSCI USA Value Factor ETF worth $36.2K as of Q2 2026.
  • iShares MSCI USA Value Factor ETF was a new Morling Financial Advisors position in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 0.01% of Morling Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • Morling Financial Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • Morling Financial Advisors's iShares MSCI USA Value Factor ETF position peaked at $334K in Q1 2024.
  • 626 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.