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Plante Moran Financial Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Plante Moran Financial 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
2026
Q2 		$37.6K Hold
188
– – ﹤0.01% 390
2026
Q1 		$26.7K Hold
188
– – ﹤0.01% 398
2025
Q4 		$25.7K Sell
188
-619
-77% -$81.2K ﹤0.01% 407
2025
Q3 		$101K Buy
+807
New +$95K 0.01% 238
2021
Q2 		– Sell
-72
Closed -$7K – 1099
2021
Q1 		$7K Sell
72
-111
-61% -$10.7K ﹤0.01% 723
2020
Q4 		$16K Buy
+183
New +$14.9K ﹤0.01% 568

Other funds holding VLUE

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's VLUE Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 188 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Plante Moran Financial Advisors first reported a position in VLUE in Q4 2020 and has held it in 6 quarters since. The position peaked at $101K in Q3 2025. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Plante Moran Financial Advisors held 188 shares of iShares MSCI USA Value Factor ETF worth $37.6K as of Q2 2026.
  • Plante Moran Financial Advisors left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #390 holding.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q4 2020 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's iShares MSCI USA Value Factor ETF position peaked at $101K in Q3 2025.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.