Freestone Capital Holdings LLC Sells 532 Shares of iShares MSCI USA Value Factor ETF (BATS:VLUE)

Freestone Capital Holdings LLC cut its position in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 19.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,198 shares of the company’s stock after selling 532 shares during the quarter. Freestone Capital Holdings LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $232,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Atria Investments Inc raised its stake in iShares MSCI USA Value Factor ETF by 3.8% in the 3rd quarter. Atria Investments Inc now owns 7,607 shares of the company’s stock valued at $829,000 after acquiring an additional 277 shares during the period. Addison Advisors LLC raised its position in shares of iShares MSCI USA Value Factor ETF by 7.7% in the third quarter. Addison Advisors LLC now owns 112,177 shares of the company’s stock valued at $12,232,000 after purchasing an additional 7,986 shares during the period. Harbour Investments Inc. lifted its stake in shares of iShares MSCI USA Value Factor ETF by 1.1% during the 3rd quarter. Harbour Investments Inc. now owns 14,506 shares of the company’s stock valued at $1,582,000 after buying an additional 154 shares in the last quarter. Carrera Capital Advisors boosted its holdings in iShares MSCI USA Value Factor ETF by 5.6% in the 3rd quarter. Carrera Capital Advisors now owns 9,774 shares of the company’s stock worth $1,066,000 after buying an additional 517 shares during the period. Finally, Schrum Private Wealth Management LLC grew its stake in iShares MSCI USA Value Factor ETF by 79.6% in the 3rd quarter. Schrum Private Wealth Management LLC now owns 4,974 shares of the company’s stock valued at $542,000 after buying an additional 2,204 shares in the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

Shares of VLUE stock opened at $108.83 on Friday. The stock has a market capitalization of $7.32 billion, a price-to-earnings ratio of 16.17 and a beta of 1.03. The company’s fifty day simple moving average is $109.33 and its two-hundred day simple moving average is $109.19. iShares MSCI USA Value Factor ETF has a 1 year low of $71.21 and a 1 year high of $89.40.

iShares MSCI USA Value Factor ETF Company 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.