Morton Brown Family Wealth’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Morton Brown Family Wealth’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	$3.8K	Hold	19	–	–	﹤0.01%	245
2026 Q1	$2.7K	Hold	19	–	–	﹤0.01%	243
2025 Q4	$2.6K	Hold	19	–	–	﹤0.01%	245
2025 Q3	$2.38K	Hold	19	–	–	﹤0.01%	239
2025 Q2	$2.15K	Hold	19	–	–	﹤0.01%	278
2025 Q1	$2.03K	Hold	19	–	–	﹤0.01%	281
2024 Q4	$2.01K	Hold	19	–	–	﹤0.01%	231
2024 Q3	$2.07K	Hold	19	–	–	﹤0.01%	223
2024 Q2	$2.06K	Sell	19 -4	-17%	-$413	﹤0.01%	192
2024 Q1	$2.49K	Sell	23 -3	-12%	-$307	﹤0.01%	187
2023 Q4	$2.63K	Buy	+26	New	+$2.42K	﹤0.01%	229
2022 Q1	–	Sell	-90	Closed	-$10K	–	211
2021 Q4	$10K	Buy	+90	New	+$9.47K	0.01%	123

Other funds holding VLUE

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morton Brown Family Wealth's VLUE Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 19 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Morton Brown Family Wealth first reported a position in VLUE in Q4 2021 and has held it in 12 quarters since. The position peaked at $10K in Q4 2021. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Morton Brown Family Wealth held 19 shares of iShares MSCI USA Value Factor ETF worth $3.8K as of Q2 2026.
Morton Brown Family Wealth left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Value Factor ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #245 holding.
Morton Brown Family Wealth first reported a position in iShares MSCI USA Value Factor ETF in Q4 2021 and has held it in 12 quarters since.
Morton Brown Family Wealth's iShares MSCI USA Value Factor ETF position peaked at $10K in Q4 2021.
624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.