Zeke Capital Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Zeke Capital 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	$316K	Buy	+3,470	New	+$318K	0.02%	326

Other funds holding VLUE

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Zeke Capital Advisors's VLUE Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q4 2022: 3,470 shares worth $316K. The stake represents 0.02% of the portfolio and ranks #326 among its holdings.

467 funds tracked by Wall St. Rank hold VLUE as of Q4 2022.

Zeke Capital Advisors held 3,470 shares of iShares MSCI USA Value Factor ETF worth $316K as of Q4 2022.
iShares MSCI USA Value Factor ETF was a new Zeke Capital Advisors position in Q4 2022.
iShares MSCI USA Value Factor ETF made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #326 holding.
467 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.