SigFig Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

SigFig Wealth Management’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	–	Sell	-10,649	Closed	-$1.99M	–	101
2022 Q1	$1.99M	Sell	10,649 -7,763	-42%	-$830K	0.1%	55
2021 Q4	$1.92M	Sell	18,412 -1,649	-8%	-$173K	0.09%	50
2021 Q3	$2.02M	Buy	20,061 +786	+4%	+$81.7K	0.1%	51
2021 Q2	$2.02M	Buy	19,275 +3,979	+26%	+$420K	0.11%	50
2021 Q1	$1.57M	Buy	15,296 +2,394	+19%	+$231K	0.1%	51
2020 Q4	$1.12M	Buy	12,902 +3,637	+39%	+$296K	0.08%	51
2020 Q3	$680K	Buy	9,265 +3,752	+68%	+$279K	0.06%	55
2020 Q2	$398K	Buy	+5,513	New	+$384K	0.04%	59

Other funds holding VLUE

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

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

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

MIAS

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

FAF

Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

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

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

MMI

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SigFig Wealth Management's VLUE Position: Q2 2022 in Review

SigFig Wealth Management sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2022, closing a stake of 10,649 shares — an estimated $1.99M sold.

SigFig Wealth Management first reported a position in VLUE in Q2 2020 and held it in 8 quarters. The position peaked at $2.02M in Q2 2021. 510 funds tracked by Wall St. Rank hold VLUE as of Q2 2022.

SigFig Wealth Management reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2022 after selling out during the quarter.
SigFig Wealth Management sold 10,649 iShares MSCI USA Value Factor ETF shares in Q2 2022, an estimated $1.99M.
SigFig Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q2 2020 and held it in 8 quarters.
SigFig Wealth Management's iShares MSCI USA Value Factor ETF position peaked at $2.02M in Q2 2021.
510 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2022.

Based on SigFig Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.