NEXT Financial Holdings’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

NEXT 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
2019 Q1	$108K	Buy	+1,350	New	+$107K	0.03%	513

Other funds holding VLUE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

NEXT Financial Holdings's VLUE Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q1 2019: 1,350 shares worth $108K. The stake represents 0.03% of the portfolio and ranks #513 among its holdings.

166 funds tracked by Wall St. Rank hold VLUE as of Q1 2019.

NEXT Financial Holdings held 1,350 shares of iShares MSCI USA Value Factor ETF worth $108K as of Q1 2019.
iShares MSCI USA Value Factor ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares MSCI USA Value Factor ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #513 holding.
166 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.