Concentrum Wealth Management increased its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 21.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,168 shares of the company’s stock after buying an additional 2,367 shares during the quarter. Concentrum Wealth Management’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $1,169,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. VSM Wealth Advisory LLC acquired a new position in shares of iShares MSCI USA Min Vol Factor ETF in the 4th quarter valued at about $27,000. Howe & Rusling Inc. grew its stake in shares of iShares MSCI USA Min Vol Factor ETF by 94.2% during the 4th quarter. Howe & Rusling Inc. now owns 301 shares of the company’s stock worth $27,000 after purchasing an additional 146 shares during the period. Stonebridge Financial Group LLC purchased a new position in shares of iShares MSCI USA Min Vol Factor ETF during the 4th quarter valued at approximately $28,000. AlphaMark Advisors LLC acquired a new position in shares of iShares MSCI USA Min Vol Factor ETF in the 4th quarter valued at $30,000. Finally, Valued Wealth Advisors LLC purchased a new stake in iShares MSCI USA Min Vol Factor ETF during the fourth quarter worth $30,000.
iShares MSCI USA Min Vol Factor ETF Price Performance
Shares of USMV stock opened at $87.26 on Monday. The stock has a 50 day simple moving average of $92.83 and a 200-day simple moving average of $91.80. iShares MSCI USA Min Vol Factor ETF has a 1-year low of $79.69 and a 1-year high of $95.12. The company has a market cap of $22.35 billion, a price-to-earnings ratio of 24.22 and a beta of 0.74.
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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