iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC trimmed its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 22.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,397 shares of the company’s stock after selling 699 shares during the quarter. Daymark Wealth Partners LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $213,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in USMV. Brighton Jones LLC lifted its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 1.1% during the third quarter. Brighton Jones LLC now owns 9,999 shares of the company’s stock valued at $913,000 after purchasing an additional 111 shares during the last quarter. Anchor Investment Management LLC lifted its stake in iShares MSCI USA Min Vol Factor ETF by 6.0% during the third quarter. Anchor Investment Management LLC now owns 1,983 shares of the company’s stock valued at $181,000 after buying an additional 112 shares in the last quarter. Asset Dedication LLC boosted its holdings 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 increased its position 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 worth $797,000 after acquiring an additional 121 shares in the last quarter. Finally, Foster Victor Wealth Advisors LLC increased its position in shares of iShares MSCI USA Min Vol Factor ETF by 4.8% in the third quarter. Foster Victor Wealth Advisors LLC now owns 2,663 shares of the company’s stock worth $244,000 after acquiring an additional 123 shares in the last quarter.

iShares MSCI USA Min Vol Factor ETF Stock Performance

Shares of BATS:USMV opened at $90.97 on Friday. The firm has a 50 day simple moving average of $90.96 and a 200 day simple moving average of $90.13. iShares MSCI USA Min Vol Factor ETF has a 52 week low of $47.44 and a 52 week high of $55.45. The company has a market cap of $26.65 billion, a PE ratio of 25.30 and a beta of 0.59.

About iShares MSCI USA Min Vol Factor ETF

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.