Burton Enright Welch bought a new stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 25,274 shares of the company’s stock, valued at approximately $2,463,000.
Other large investors also recently added to or reduced their stakes in the company. Avantax Planning Partners Inc. purchased a new stake in shares of iShares MSCI USA Min Vol Factor ETF in the 3rd quarter valued at $501,000. Brighton Jones LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF during the 3rd quarter worth about $1,008,000. StoneX Group Inc. purchased a new position in iShares MSCI USA Min Vol Factor ETF during the 3rd quarter valued at about $1,085,000. Leelyn Smith LLC boosted its holdings in iShares MSCI USA Min Vol Factor ETF by 1.7% during the 3rd quarter. Leelyn Smith LLC now owns 168,833 shares of the company’s stock valued at $16,451,000 after acquiring an additional 2,874 shares during the period. Finally, Verus Capital Partners LLC boosted its holdings in iShares MSCI USA Min Vol Factor ETF by 1.1% during the 3rd quarter. Verus Capital Partners LLC now owns 139,731 shares of the company’s stock valued at $13,615,000 after acquiring an additional 1,561 shares during the period.
iShares MSCI USA Min Vol Factor ETF Price Performance
BATS USMV opened at $101.23 on Monday. The company has a market cap of $23.70 billion, a P/E ratio of 23.08 and a beta of 0.63. The stock has a 50-day moving average of $100.57 and a two-hundred day moving average of $97.20. iShares MSCI USA Min Vol Factor ETF has a 1-year low of $91.02 and a 1-year high of $104.75.
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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