Yarger Wealth Strategies LLC reduced its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,114 shares of the company’s stock after selling 910 shares during the period. Yarger Wealth Strategies LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $1,164,000 as of its most recent SEC filing.
A number of other institutional investors have also modified their holdings of the company. Brighton Jones LLC boosted its position in iShares MSCI USA Min Vol Factor ETF by 1.1% during the 3rd quarter. Brighton Jones LLC now owns 9,999 shares of the company’s stock worth $913,000 after purchasing an additional 111 shares during the period. Anchor Investment Management LLC boosted its position in shares of iShares MSCI USA Min Vol Factor ETF by 6.0% in the third quarter. Anchor Investment Management LLC now owns 1,983 shares of the company’s stock worth $181,000 after buying an additional 112 shares during the period. Asset Dedication LLC boosted its position in shares of iShares MSCI USA Min Vol Factor ETF by 1.5% in the third quarter. Asset Dedication LLC now owns 8,377 shares of the company’s stock worth $765,000 after buying an additional 121 shares during the period. Sensible Money LLC grew its stake in shares of iShares MSCI USA Min Vol Factor ETF by 1.4% in the third quarter. Sensible Money LLC now owns 8,727 shares of the company’s stock valued at $797,000 after buying an additional 121 shares in the last quarter. Finally, Foster Victor Wealth Advisors LLC raised its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 4.8% during the 3rd quarter. Foster Victor Wealth Advisors LLC now owns 2,663 shares of the company’s stock valued at $244,000 after buying an additional 123 shares during the period.
iShares MSCI USA Min Vol Factor ETF Stock Performance
iShares MSCI USA Min Vol Factor ETF stock opened at $89.68 on Friday. The firm has a market capitalization of $26.28 billion, a PE ratio of 25.30 and a beta of 0.59. iShares MSCI USA Min Vol Factor ETF has a one year low of $47.44 and a one year high of $55.45. The stock’s 50 day moving average price is $91.23 and its 200 day moving average price is $89.86.
iShares MSCI USA Min Vol Factor ETF Profile
The iShares MSCI USA Min Vol Factor ETF (USMV) is an exchange-traded fund that is based on the MSCI USA Minimum Volatility (USD) index. The fund tracks an index of US-listed firms selected and weighted to create a low-volatility portfolio subject to various constraints. USMV was launched on Oct 18, 2011 and is managed by BlackRock.
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