Magnolia Capital Advisors LLC boosted its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 16.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,263 shares of the company’s stock after acquiring an additional 1,304 shares during the period. Magnolia Capital Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $978,000 as of its most recent SEC filing.
Several other institutional investors have also recently added to or reduced their stakes in the stock. Sound Income Strategies LLC increased its position in iShares MSCI USA Value Factor ETF by 17.9% during the 4th quarter. Sound Income Strategies LLC now owns 680 shares of the company’s stock worth $72,000 after purchasing an additional 103 shares during the period. RHS Financial LLC grew its holdings in iShares MSCI USA Value Factor ETF by 2.7% during the fourth quarter. RHS Financial LLC now owns 3,911 shares of the company’s stock worth $413,000 after acquiring an additional 104 shares during the period. Wealth Enhancement Advisory Services LLC raised its position in iShares MSCI USA Value Factor ETF by 0.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 30,676 shares of the company’s stock worth $3,345,000 after acquiring an additional 114 shares in the last quarter. EP Wealth Advisors LLC lifted its holdings in iShares MSCI USA Value Factor ETF by 0.4% in the third quarter. EP Wealth Advisors LLC now owns 27,572 shares of the company’s stock valued at $3,006,000 after acquiring an additional 122 shares during the period. Finally, Harbour Investments Inc. boosted its position 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 worth $1,582,000 after purchasing an additional 154 shares in the last quarter.
iShares MSCI USA Value Factor ETF Stock Up 3.0 %
BATS:VLUE opened at $110.02 on Monday. iShares MSCI USA Value Factor ETF has a fifty-two week low of $71.21 and a fifty-two week high of $89.40. The firm’s fifty day simple moving average is $109.21 and its 200-day simple moving average is $108.16. The stock has a market cap of $7.43 billion, a PE ratio of 13.26 and a beta of 0.87.
About iShares MSCI USA Value Factor ETF
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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