iShares MSCI USA Min Vol Factor ETF $USMV Shares Purchased by Barrett & Company Inc.

Barrett & Company Inc. lifted its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 7.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 158,643 shares of the company’s stock after purchasing an additional 10,935 shares during the period. iShares MSCI USA Min Vol Factor ETF comprises about 5.6% of Barrett & Company Inc.’s portfolio, making the stock its 3rd biggest holding. Barrett & Company Inc. owned about 0.06% of iShares MSCI USA Min Vol Factor ETF worth $14,892,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Compass Wealth Management LLC raised its position in iShares MSCI USA Min Vol Factor ETF by 82.0% during the first quarter. Compass Wealth Management LLC now owns 273 shares of the company’s stock worth $26,000 after acquiring an additional 123 shares during the period. ROSS JOHNSON & Associates LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF during the first quarter worth $28,000. Flaharty Asset Management LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF during the first quarter worth $30,000. Columbia River Financial Group LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF during the first quarter worth $30,000. Finally, LRI Investments LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF during the first quarter worth $33,000.

iShares MSCI USA Min Vol Factor ETF Stock Performance

BATS:USMV opened at $95.14 on Friday. The company has a fifty day moving average of $93.82 and a two-hundred day moving average of $92.80. The stock has a market capitalization of $24.28 billion, a PE ratio of 22.90 and a beta of 0.72. iShares MSCI USA Min Vol Factor ETF has a fifty-two week low of $83.99 and a fifty-two week high of $95.12.

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.