Simon Quick Advisors LLC lessened its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 6.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,248 shares of the company’s stock after selling 1,103 shares during the quarter. Simon Quick Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $1,839,000 at the end of the most recent quarter.
A number of other large investors have also recently modified their holdings of the business. BCGM Wealth Management LLC boosted its position in shares of iShares MSCI USA Value Factor ETF by 3.0% during the 4th quarter. BCGM Wealth Management LLC now owns 3,303 shares of the company’s stock valued at $349,000 after acquiring an additional 97 shares during the last quarter. Leavell Investment Management Inc. lifted its position in iShares MSCI USA Value Factor ETF by 3.5% in the 4th quarter. Leavell Investment Management Inc. now owns 4,422 shares of the company’s stock worth $467,000 after buying an additional 151 shares during the last quarter. Physician Wealth Advisors Inc. lifted its position in iShares MSCI USA Value Factor ETF by 2.1% in the 4th quarter. Physician Wealth Advisors Inc. now owns 9,534 shares of the company’s stock worth $1,007,000 after buying an additional 195 shares during the last quarter. Stratos Wealth Partners LTD. lifted its position in iShares MSCI USA Value Factor ETF by 9.0% in the 4th quarter. Stratos Wealth Partners LTD. now owns 2,441 shares of the company’s stock worth $258,000 after buying an additional 202 shares during the last quarter. Finally, MML Investors Services LLC lifted its position in iShares MSCI USA Value Factor ETF by 0.4% in the 4th quarter. MML Investors Services LLC now owns 56,190 shares of the company’s stock worth $5,934,000 after buying an additional 202 shares during the last quarter.
iShares MSCI USA Value Factor ETF Price Performance
BATS:VLUE opened at $110.51 on Thursday. iShares MSCI USA Value Factor ETF has a 1-year low of $91.80 and a 1-year high of $115.88. The business has a 50 day moving average of $103.96 and a 200 day moving average of $107.21. The company has a market capitalization of $6.54 billion, a price-to-earnings ratio of 14.12 and a beta of 0.97.
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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