Pinnacle Private Wealth’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Pinnacle Private 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
2022 Q2	$284K	Buy	+3,140	New	+$311K	0.11%	203

Other funds holding VLUE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MIAS

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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Pinnacle Private Wealth's VLUE Position: Q2 2022 in Review

Pinnacle Private Wealth opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2022: 3,140 shares worth $284K. The stake represents 0.11% of the portfolio and ranks #203 among its holdings.

511 funds tracked by Wall St. Rank hold VLUE as of Q2 2022.

Pinnacle Private Wealth held 3,140 shares of iShares MSCI USA Value Factor ETF worth $284K as of Q2 2022.
iShares MSCI USA Value Factor ETF was a new Pinnacle Private Wealth position in Q2 2022.
iShares MSCI USA Value Factor ETF made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #203 holding.
511 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.