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

Novus 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
2025
Q3 		– Sell
-1,772
Closed -$201K – 76
2025
Q2 		$201K Buy
+1,772
New +$187K 0.31% 74

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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Novus Advisors's VLUE Position: Q3 2025 in Review

Novus Advisors sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q3 2025, closing a stake of 1,772 shares — an estimated $201K sold.

Novus Advisors first reported a position in VLUE in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 432 funds tracked by Wall St. Rank hold VLUE as of Q3 2025.

  • Novus Advisors reported no remaining iShares MSCI USA Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Novus Advisors sold 1,772 iShares MSCI USA Value Factor ETF shares in Q3 2025, an estimated $201K.
  • Novus Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and held it in 1 quarter.
  • Novus Advisors's iShares MSCI USA Value Factor ETF position peaked at $201K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2025.

Based on Novus Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.