MB Generational Wealth LLC Makes New $802,000 Investment in iShares MSCI USA Value Factor ETF $VLUE

MB Generational Wealth LLC bought a new position in iShares MSCI USA Value Factor ETF (BATS:VLUE) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 6,410 shares of the company’s stock, valued at approximately $802,000. iShares MSCI USA Value Factor ETF comprises approximately 0.5% of MB Generational Wealth LLC’s portfolio, making the stock its 29th largest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of VLUE. Ameritas Advisory Services LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF during the 2nd quarter valued at $26,000. Cerro Pacific Wealth Advisors LLC raised its position in shares of iShares MSCI USA Value Factor ETF by 9.2% in the 2nd quarter. Cerro Pacific Wealth Advisors LLC now owns 86,415 shares of the company’s stock worth $9,783,000 after buying an additional 7,272 shares during the period. RHS Financial LLC boosted its holdings in iShares MSCI USA Value Factor ETF by 47.2% in the second quarter. RHS Financial LLC now owns 6,785 shares of the company’s stock valued at $768,000 after acquiring an additional 2,176 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management purchased a new stake in iShares MSCI USA Value Factor ETF during the second quarter valued at about $212,000. Finally, WealthPlan Investment Management LLC acquired a new stake in iShares MSCI USA Value Factor ETF during the second quarter worth about $221,000.

iShares MSCI USA Value Factor ETF Price Performance

iShares MSCI USA Value Factor ETF stock opened at $151.97 on Monday. The company has a market cap of $8.96 billion, a price-to-earnings ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a 12 month low of $91.80 and a 12 month high of $116.51. The stock’s 50-day moving average is $141.08 and its 200-day moving average is $129.58.

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. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.