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

West 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
2022
Q4 		– Sell
-55
Closed -$5K – 199
2022
Q3 		$5K Buy
+55
New +$5.1K ﹤0.01% 151

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

West Financial Advisors's VLUE Position: Q4 2022 in Review

West Financial Advisors sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q4 2022, closing a stake of 55 shares — an estimated $5K sold.

West Financial Advisors first reported a position in VLUE in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 467 funds tracked by Wall St. Rank hold VLUE as of Q4 2022.

  • West Financial Advisors reported no remaining iShares MSCI USA Value Factor ETF position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 55 iShares MSCI USA Value Factor ETF shares in Q4 2022, an estimated $5K.
  • West Financial Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q3 2022 and held it in 1 quarter.
  • West Financial Advisors's iShares MSCI USA Value Factor ETF position peaked at $5K in Q3 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.