Arete Wealth Advisors LLC lowered its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 21.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,388 shares of the company’s stock after selling 903 shares during the quarter. Arete Wealth Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $369,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Arkadios Wealth Advisors increased its holdings in iShares MSCI USA Value Factor ETF by 1.9% during the 2nd quarter. Arkadios Wealth Advisors now owns 5,436 shares of the company’s stock valued at $562,000 after acquiring an additional 101 shares in the last quarter. Goldstein Advisors LLC raised its stake in shares of iShares MSCI USA Value Factor ETF by 2.7% in the 2nd quarter. Goldstein Advisors LLC now owns 4,412 shares of the company’s stock valued at $456,000 after acquiring an additional 114 shares during the period. EverSource Wealth Advisors LLC boosted its position in shares of iShares MSCI USA Value Factor ETF by 22.5% in the first quarter. EverSource Wealth Advisors LLC now owns 659 shares of the company’s stock worth $67,000 after buying an additional 121 shares during the period. EP Wealth Advisors LLC boosted its holdings in iShares MSCI USA Value Factor ETF by 0.4% in the 3rd quarter. EP Wealth Advisors LLC now owns 27,572 shares of the company’s stock worth $3,006,000 after acquiring an additional 122 shares during the period. Finally, Harbour Investments Inc. boosted its stake in shares of iShares MSCI USA Value Factor ETF by 1.1% in the third quarter. Harbour Investments Inc. now owns 14,506 shares of the company’s stock valued at $1,582,000 after purchasing an additional 154 shares during the period.
iShares MSCI USA Value Factor ETF Stock Up 0.4 %
VLUE stock opened at $114.57 on Friday. The company has a market capitalization of $7.74 billion, a PE ratio of 13.26 and a beta of 0.87. The stock’s 50 day moving average is $110.46 and its two-hundred day moving average is $106.59. iShares MSCI USA Value Factor ETF has a 52-week low of $71.21 and a 52-week high of $89.40.
iShares MSCI USA Value Factor ETF Profile
The iShares MSCI USA Value Factor ETF (VLUE) is an exchange-traded fund that is based on the MSCI USA Enhanced Value index. The fund tracks an index of large- and mid-cap US equities. Stocks are selected and weighted using fundamental metrics (earnings, revenue, book value and cash earnings), aiming for exposure to undervalued stocks in each sector.
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