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

Sequoia 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 		$1.24M Sell
6,220
-1,659
-21% -$297K 0.01% 848
2026
Q1 		$1.12M Buy
+7,879
New +$1.16M 0.01% 845
2023
Q4 		– Sell
-2,321
Closed -$211K – 1241
2023
Q3 		$211K Sell
2,321
-347
-13% -$32.7K ﹤0.01% 843
2023
Q2 		$250K Buy
+2,668
New +$243K ﹤0.01% 761

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 22.9% 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

Sequoia Financial Advisors's VLUE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 21% in Q2 2026, selling an estimated $297K and leaving 6,220 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #848.

Sequoia Financial Advisors first reported a position in VLUE in Q2 2023 and has held it in 4 quarters since. 626 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Sequoia Financial Advisors held 6,220 shares of iShares MSCI USA Value Factor ETF worth $1.24M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,659 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $297K.
  • iShares MSCI USA Value Factor ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #848 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q2 2023 and has held it in 4 quarters since.
  • 626 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.