Keystone Global Partners LLC Makes New $2.72 Million Investment in iShares MSCI USA Value Factor ETF $VLUE

Keystone Global Partners LLC bought a new stake in iShares MSCI USA Value Factor ETF (BATS:VLUE) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 19,159 shares of the company’s stock, valued at approximately $2,724,000. iShares MSCI USA Value Factor ETF makes up approximately 1.2% of Keystone Global Partners LLC’s investment portfolio, making the stock its 23rd largest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Diversified Enterprises LLC raised its holdings in iShares MSCI USA Value Factor ETF by 2.4% in the fourth quarter. Diversified Enterprises LLC now owns 3,236 shares of the company’s stock valued at $442,000 after acquiring an additional 75 shares in the last quarter. Financial Engines Advisors L.L.C. boosted its stake in iShares MSCI USA Value Factor ETF by 2.6% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 3,383 shares of the company’s stock valued at $463,000 after acquiring an additional 86 shares during the last quarter. Stokes Family Office LLC grew its holdings in iShares MSCI USA Value Factor ETF by 2.8% during the 4th quarter. Stokes Family Office LLC now owns 3,780 shares of the company’s stock worth $517,000 after acquiring an additional 103 shares in the last quarter. Comerica Bank grew its holdings in iShares MSCI USA Value Factor ETF by 0.8% during the 3rd quarter. Comerica Bank now owns 12,753 shares of the company’s stock worth $1,595,000 after acquiring an additional 104 shares in the last quarter. Finally, OMNI 360 Wealth Inc. increased its position in shares of iShares MSCI USA Value Factor ETF by 1.2% in the 4th quarter. OMNI 360 Wealth Inc. now owns 9,321 shares of the company’s stock worth $1,339,000 after purchasing an additional 106 shares during the last quarter.

iShares MSCI USA Value Factor ETF Stock Performance

Shares of iShares MSCI USA Value Factor ETF stock opened at $195.47 on Thursday. The firm has a market cap of $11.52 billion, a PE ratio of 13.34 and a beta of 0.97. The firm’s 50-day simple moving average is $187.54 and its 200-day simple moving average is $160.51. 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.