TI
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Truepoint Inc’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Truepoint Inc’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
2020
Q1 		– Sell
-2,598
Closed -$262K – 109
2019
Q4 		$262K Buy
+2,598
New +$223K 0.02% 101

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SIM
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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Truepoint Inc's VLUE Position: Q1 2020 in Review

Truepoint Inc sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2020, closing a stake of 2,598 shares — an estimated $262K sold.

Truepoint Inc first reported a position in VLUE in Q4 2019 and held it in 1 quarter. The position peaked at $262K in Q4 2019. 203 funds tracked by Wall St. Rank hold VLUE as of Q1 2020.

  • Truepoint Inc reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Truepoint Inc sold 2,598 iShares MSCI USA Value Factor ETF shares in Q1 2020, an estimated $262K.
  • Truepoint Inc first reported a position in iShares MSCI USA Value Factor ETF in Q4 2019 and held it in 1 quarter.
  • Truepoint Inc's iShares MSCI USA Value Factor ETF position peaked at $262K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.