Capital Asset Advisory Services LLC Decreases Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Capital Asset Advisory Services LLC trimmed its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 6.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,098 shares of the company’s stock after selling 213 shares during the period. Capital Asset Advisory Services LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $287,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. O Shaughnessy Asset Management LLC raised its stake in shares of iShares MSCI USA Value Factor ETF by 15.9% during the first quarter. O Shaughnessy Asset Management LLC now owns 2,343 shares of the company’s stock valued at $217,000 after acquiring an additional 322 shares during the last quarter. Blair William & Co. IL boosted its stake in shares of iShares MSCI USA Value Factor ETF by 3.4% during the 1st quarter. Blair William & Co. IL now owns 12,194 shares of the company’s stock valued at $1,129,000 after purchasing an additional 404 shares in the last quarter. Strategic Financial Services Inc increased its position in shares of iShares MSCI USA Value Factor ETF by 1.8% during the first quarter. Strategic Financial Services Inc now owns 376,140 shares of the company’s stock valued at $34,827,000 after buying an additional 6,808 shares during the period. AlphaCore Capital LLC bought a new position in iShares MSCI USA Value Factor ETF in the first quarter worth about $42,000. Finally, First Republic Investment Management Inc. lifted its holdings in iShares MSCI USA Value Factor ETF by 11.1% in the first quarter. First Republic Investment Management Inc. now owns 12,155 shares of the company’s stock worth $1,125,000 after buying an additional 1,216 shares during the period.

iShares MSCI USA Value Factor ETF Stock Performance

VLUE stock opened at $93.57 on Friday. 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 company has a market capitalization of $6.66 billion, a price-to-earnings ratio of 8.51 and a beta of 1.04. The business’s 50 day moving average price is $94.77 and its two-hundred day moving average price is $92.54.

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.