Greenleaf Trust Lowers Holdings in iShares MSCI USA Value Factor ETF $VLUE

Greenleaf Trust trimmed its position in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 18.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,896 shares of the company’s stock after selling 1,600 shares during the quarter. Greenleaf Trust’s holdings in iShares MSCI USA Value Factor ETF were worth $781,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the company. Claris Advisors LLC MO purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the 2nd quarter worth $1,449,000. Janney Montgomery Scott LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 2.7% in the 2nd quarter. Janney Montgomery Scott LLC now owns 268,524 shares of the company’s stock worth $30,400,000 after buying an additional 7,087 shares during the period. Diversified Enterprises LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 4.6% in the 2nd quarter. Diversified Enterprises LLC now owns 3,224 shares of the company’s stock worth $365,000 after buying an additional 142 shares during the period. Squire Investment Management Company LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the 2nd quarter worth $615,000. Finally, Alpha Omega Wealth Management LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 6.2% in the 2nd quarter. Alpha Omega Wealth Management LLC now owns 2,336 shares of the company’s stock worth $264,000 after buying an additional 137 shares during the period.

iShares MSCI USA Value Factor ETF Trading Up 18.8%

VLUE opened at $126.90 on Friday. The firm has a market cap of $7.48 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 has a fifty day moving average price of $119.12 and a 200-day moving average price of $111.37.

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.