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

Reilly 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
2021 Q4	$34K	Buy	+311	New	+$32.7K	﹤0.01%	473

Other funds holding VLUE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Reilly Financial Advisors's VLUE Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q4 2021: 311 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings.

578 funds tracked by Wall St. Rank hold VLUE as of Q4 2021.

Reilly Financial Advisors held 311 shares of iShares MSCI USA Value Factor ETF worth $34K as of Q4 2021.
iShares MSCI USA Value Factor ETF was a new Reilly Financial Advisors position in Q4 2021.
iShares MSCI USA Value Factor ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #473 holding.
578 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.