Q1WB
VLUE icon

Quest 10 Wealth Builders’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Quest 10 Wealth Builders’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 		$6.79K Hold
34
– – 0.01% 505
2026
Q1 		$4.83K Buy
34
+1
+3% +$147 ﹤0.01% 531
2025
Q4 		$4.51K Hold
33
– – ﹤0.01% 509
2025
Q3 		$4.13K Hold
33
– – ﹤0.01% 520
2025
Q2 		$3.74K Hold
33
– – ﹤0.01% 527
2025
Q1 		$3.52K Hold
33
– – ﹤0.01% 508
2024
Q4 		$3.48K Buy
+33
New +$3.63K ﹤0.01% 545

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

Quest 10 Wealth Builders's VLUE Position: Q2 2026 in Review

Quest 10 Wealth Builders held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 34 shares worth $6.79K. The position accounts for 0.01% of the portfolio, ranked #505.

Quest 10 Wealth Builders first reported a position in VLUE in Q4 2024 and has held it in 7 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Quest 10 Wealth Builders held 34 shares of iShares MSCI USA Value Factor ETF worth $6.79K as of Q2 2026.
  • Quest 10 Wealth Builders 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 Quest 10 Wealth Builders's portfolio in Q2 2026, its #505 holding.
  • Quest 10 Wealth Builders first reported a position in iShares MSCI USA Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.