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

Stewardship 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 Q1	$1K	Buy	+13	New	+$1.25K	﹤0.01%	93

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

FAF

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

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

Stewardship Financial Advisors's VLUE Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q1 2021: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #93 among its holdings.

438 funds tracked by Wall St. Rank hold VLUE as of Q1 2021.

Stewardship Financial Advisors held 13 shares of iShares MSCI USA Value Factor ETF worth $1K as of Q1 2021.
iShares MSCI USA Value Factor ETF was a new Stewardship Financial Advisors position in Q1 2021.
iShares MSCI USA Value Factor ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #93 holding.
438 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.