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Signature Equity Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Signature Equity Partners’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
Q1 		$27.8K Buy
195
+24
+14% +$3.52K 0.01% 566
2025
Q4 		$23.3K Buy
+171
New +$22.4K 0.01% 592

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MMI
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Mercer Global Advisors
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WBG
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return