Cedarwood Wealth LLC Invests $442,000 in iShares MSCI USA Value Factor ETF $VLUE

Cedarwood Wealth LLC acquired a new stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,051 shares of the company’s stock, valued at approximately $442,000.

Other large investors also recently added to or reduced their stakes in the company. Lloyd Advisory Services LLC. bought a new position in iShares MSCI USA Value Factor ETF in the 4th quarter worth about $33,000. Smartleaf Asset Management LLC boosted its holdings in shares of iShares MSCI USA Value Factor ETF by 69.3% in the second quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock valued at $37,000 after purchasing an additional 133 shares during the period. SHP Wealth Management purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the fourth quarter valued at approximately $46,000. University of Texas Texas AM Investment Management Co. bought a new position in iShares MSCI USA Value Factor ETF in the fourth quarter worth approximately $50,000. Finally, Rothschild Investment LLC grew its stake in iShares MSCI USA Value Factor ETF by 64.0% in the third quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock worth $51,000 after purchasing an additional 160 shares in the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

VLUE opened at $199.92 on Friday. The stock’s fifty day moving average is $180.38 and its two-hundred day moving average is $156.74. The company has a market capitalization of $11.79 billion, a P/E ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a 52 week low of $108.90 and a 52 week high of $204.35.

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.