OC
VLUE icon

Oarsman Capital’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Oarsman Capital’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
Q1 		– Sell
-191
Closed -$20.2K – 832
2024
Q4 		$20.2K Hold
191
– – ﹤0.01% 593
2024
Q3 		$20.8K Buy
+191
New +$20.2K ﹤0.01% 594

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Oarsman Capital's VLUE Position: Q1 2025 in Review

Oarsman Capital sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2025, closing a stake of 191 shares — an estimated $20.2K sold.

Oarsman Capital first reported a position in VLUE in Q3 2024 and held it in 2 quarters. The position peaked at $20.8K in Q3 2024. 420 funds tracked by Wall St. Rank hold VLUE as of Q1 2025.

  • Oarsman Capital reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 191 iShares MSCI USA Value Factor ETF shares in Q1 2025, an estimated $20.2K.
  • Oarsman Capital first reported a position in iShares MSCI USA Value Factor ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's iShares MSCI USA Value Factor ETF position peaked at $20.8K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.