MorganRosel Wealth Management LLC lowered its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 98,462 shares of the company’s stock after selling 1,854 shares during the period. iShares MSCI USA Min Vol Factor ETF comprises approximately 2.9% of MorganRosel Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. MorganRosel Wealth Management LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $8,742,000 at the end of the most recent quarter.
A number of other large investors have also modified their holdings of the company. Anchor Investment Management LLC grew its stake in iShares MSCI USA Min Vol Factor ETF by 6.0% during the 3rd quarter. Anchor Investment Management LLC now owns 1,983 shares of the company’s stock valued at $181,000 after acquiring an additional 112 shares in the last quarter. Mcdonald Partners LLC grew its stake in shares of iShares MSCI USA Min Vol Factor ETF by 0.9% in the 4th quarter. Mcdonald Partners LLC now owns 14,625 shares of the company’s stock valued at $1,299,000 after buying an additional 125 shares during the period. Aveo Capital Partners LLC grew its stake in shares of iShares MSCI USA Min Vol Factor ETF by 3.7% in the 4th quarter. Aveo Capital Partners LLC now owns 3,598 shares of the company’s stock valued at $319,000 after buying an additional 129 shares during the period. First Bank & Trust grew its stake in shares of iShares MSCI USA Min Vol Factor ETF by 2.6% in the 4th quarter. First Bank & Trust now owns 5,338 shares of the company’s stock valued at $474,000 after buying an additional 133 shares during the period. Finally, Investment Partners Asset Management Inc. grew its stake in shares of iShares MSCI USA Min Vol Factor ETF by 1.5% in the 4th quarter. Investment Partners Asset Management Inc. now owns 9,309 shares of the company’s stock valued at $827,000 after buying an additional 137 shares during the period.
iShares MSCI USA Min Vol Factor ETF Stock Performance
BATS:USMV opened at $93.47 on Tuesday. The stock has a market capitalization of $23.75 billion, a P/E ratio of 24.43 and a beta of 0.79. iShares MSCI USA Min Vol Factor ETF has a fifty-two week low of $47.44 and a fifty-two week high of $55.45. The company has a 50 day moving average price of $90.80 and a 200 day moving average price of $91.16.
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.
Featured Articles
- Five stocks we like better than iShares MSCI USA Min Vol Factor ETF
- How Can Retail Investors Trade the Toronto Stock Exchange (TSX)?
- Rivian’s Rough Patch: Is the Dip a Doorway to Long-Term Gains?
- 3 Natural Gas Stocks That Offer Great Dividend Yields
- Institutions Signal Opportunty to Buy High-Yield Kraft-Heinz
- How to Invest in Insurance Companies: A GuideĀ
- 3 Explosive Tech Stocks Breaking Out Right Now
Want to see what other hedge funds are holding USMV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report).
Receive News & Ratings for iShares MSCI USA Min Vol Factor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI USA Min Vol Factor ETF and related companies with MarketBeat.com's FREE daily email newsletter.