Evergreen Capital Management LLC Has $3.99 Million Stock Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Evergreen Capital Management LLC cut its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 0.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 38,573 shares of the company’s stock after selling 103 shares during the period. Evergreen Capital Management LLC owned about 0.06% of iShares MSCI USA Value Factor ETF worth $3,991,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Rothschild Investment LLC acquired a new position in iShares MSCI USA Value Factor ETF during the second quarter valued at approximately $26,000. GAMMA Investing LLC grew its stake in shares of iShares MSCI USA Value Factor ETF by 10,433.3% in the first quarter. GAMMA Investing LLC now owns 316 shares of the company’s stock valued at $34,000 after buying an additional 313 shares in the last quarter. Strategic Financial Concepts LLC bought a new position in shares of iShares MSCI USA Value Factor ETF in the second quarter valued at $44,000. GPS Wealth Strategies Group LLC acquired a new position in iShares MSCI USA Value Factor ETF during the second quarter worth $47,000. Finally, EverSource Wealth Advisors LLC raised its position in iShares MSCI USA Value Factor ETF by 140.2% during the fourth quarter. EverSource Wealth Advisors LLC now owns 538 shares of the company’s stock worth $54,000 after acquiring an additional 314 shares in the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

Shares of VLUE opened at $108.86 on Tuesday. The firm has a 50-day moving average of $105.50 and a 200-day moving average of $104.44. The company has a market cap of $7.35 billion, a PE ratio of 13.26 and a beta of 0.87. iShares MSCI USA Value Factor ETF has a one year low of $71.21 and a one year high of $89.40.

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.