Simplicity Wealth LLC Makes New $942,000 Investment in iShares MSCI USA Value Factor ETF $VLUE

Simplicity Wealth LLC purchased a new position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 6,627 shares of the company’s stock, valued at approximately $942,000.

Other hedge funds have also recently modified their holdings of the company. GHP Investment Advisors Inc. acquired a new position in iShares MSCI USA Value Factor ETF during the 1st quarter valued at approximately $25,000. Lloyd Advisory Services LLC. acquired a new stake in shares of iShares MSCI USA Value Factor ETF during the fourth quarter worth $33,000. Smartleaf Asset Management LLC lifted 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 buying an additional 133 shares during the period. SHP Wealth Management purchased a new stake in shares of iShares MSCI USA Value Factor ETF during the fourth quarter valued at $46,000. Finally, University of Texas Texas AM Investment Management Co. acquired a new position in shares of iShares MSCI USA Value Factor ETF in the 4th quarter valued at $50,000.

iShares MSCI USA Value Factor ETF Price Performance

Shares of VLUE stock opened at $195.37 on Monday. The firm has a market capitalization of $11.52 billion, a price-to-earnings ratio of 13.34 and a beta of 0.97. The business has a fifty day moving average of $192.01 and a 200 day moving average of $163.33. iShares MSCI USA Value Factor ETF has a 1 year low of $110.53 and a 1 year high of $206.57.

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.