CFO4Life Group LLC Reduces Holdings in iShares MSCI USA Value Factor ETF $VLUE

CFO4Life Group LLC decreased its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 4.9% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 64,733 shares of the company’s stock after selling 3,351 shares during the period. iShares MSCI USA Value Factor ETF makes up approximately 1.3% of CFO4Life Group LLC’s investment portfolio, making the stock its 20th largest holding. CFO4Life Group LLC owned 0.11% of iShares MSCI USA Value Factor ETF worth $8,851,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of VLUE. Lloyd Advisory Services LLC. purchased a new stake in shares of iShares MSCI USA Value Factor ETF during the fourth quarter worth about $33,000. Smartleaf Asset Management LLC grew its stake in shares of iShares MSCI USA Value Factor ETF by 69.3% during the second quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock worth $37,000 after acquiring an additional 133 shares during the last quarter. Rothschild Investment LLC grew its stake in shares of iShares MSCI USA Value Factor ETF by 64.0% during the third quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock worth $51,000 after acquiring an additional 160 shares during the last quarter. Root Financial Partners LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF during the third quarter worth about $58,000. Finally, Tucker Asset Management LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 52.3% during the fourth quarter. Tucker Asset Management LLC now owns 437 shares of the company’s stock worth $60,000 after purchasing an additional 150 shares during the period.

iShares MSCI USA Value Factor ETF Stock Up 1.3%

iShares MSCI USA Value Factor ETF stock opened at $187.33 on Friday. iShares MSCI USA Value Factor ETF has a 52 week low of $105.25 and a 52 week high of $188.82. The company has a market capitalization of $11.04 billion, a price-to-earnings ratio of 13.34 and a beta of 0.97. The stock has a 50-day moving average price of $159.34 and a 200 day moving average price of $147.32.

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