Peterson Financial Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Peterson Financial Group’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
2024 Q3	$125	Buy	+1	New	+$106	﹤0.01%	426

Other funds holding VLUE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Peterson Financial Group's VLUE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q3 2024: 1 share worth $125. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

401 funds tracked by Wall St. Rank hold VLUE as of Q3 2024.

Peterson Financial Group held 1 share of iShares MSCI USA Value Factor ETF worth $125 as of Q3 2024.
iShares MSCI USA Value Factor ETF was a new Peterson Financial Group position in Q3 2024.
iShares MSCI USA Value Factor ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #426 holding.
401 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.