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Strengthening Families & Communities LLC’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Strengthening Families & Communities LLC’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
Q4 		$4K Hold
48
– – ﹤0.01% 291
2022
Q3 		$3K Hold
48
– – ﹤0.01% 438
2022
Q2 		$5K Hold
48
– – ﹤0.01% 283
2022
Q1 		$5K Sell
48
-21
-30% -$2.24K ﹤0.01% 281
2021
Q4 		$8K Buy
+69
New +$7.26K ﹤0.01% 201

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strengthening Families & Communities LLC's VLUE Position: Q4 2022 in Review

Strengthening Families & Communities LLC held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q4 2022 at 48 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Strengthening Families & Communities LLC first reported a position in VLUE in Q4 2021 and has held it in 5 quarters since. The position peaked at $8K in Q4 2021. 468 funds tracked by Wall St. Rank hold VLUE as of Q4 2022.

  • Strengthening Families & Communities LLC held 48 shares of iShares MSCI USA Value Factor ETF worth $4K as of Q4 2022.
  • Strengthening Families & Communities LLC left its iShares MSCI USA Value Factor ETF share count unchanged in Q4 2022.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q4 2022, its #291 holding.
  • Strengthening Families & Communities LLC first reported a position in iShares MSCI USA Value Factor ETF in Q4 2021 and has held it in 5 quarters since.
  • Strengthening Families & Communities LLC's iShares MSCI USA Value Factor ETF position peaked at $8K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2022, filed 6 Feb 2023.