iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Graham Capital Wealth Management LLC
by Danessa Lincoln · The Markets DailyGraham Capital Wealth Management LLC lowered its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 13.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 62,716 shares of the company’s stock after selling 9,914 shares during the quarter. iShares MSCI USA Min Vol Factor ETF comprises about 5.9% of Graham Capital Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Graham Capital Wealth Management LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $5,727,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Claro Advisors LLC raised its position in iShares MSCI USA Min Vol Factor ETF by 14.3% in the 1st quarter. Claro Advisors LLC now owns 6,227 shares of the company’s stock worth $520,000 after purchasing an additional 780 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. lifted its stake in shares of iShares MSCI USA Min Vol Factor ETF by 1.0% during the first quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 172,715 shares of the company’s stock valued at $14,436,000 after acquiring an additional 1,666 shares during the period. Woodmont Investment Counsel LLC bought a new position in iShares MSCI USA Min Vol Factor ETF in the first quarter valued at about $81,000. Requisite Capital Management LLC acquired a new stake in iShares MSCI USA Min Vol Factor ETF in the first quarter worth about $593,000. Finally, SeaCrest Wealth Management LLC bought a new stake in iShares MSCI USA Min Vol Factor ETF during the 1st quarter worth about $266,000.
iShares MSCI USA Min Vol Factor ETF Stock Performance
iShares MSCI USA Min Vol Factor ETF stock traded down $0.57 during trading hours on Friday, reaching $91.00. 1,034,956 shares of the company’s stock traded hands. The firm has a market capitalization of $26.66 billion, a price-to-earnings ratio of 25.30 and a beta of 0.59. 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 firm’s 50 day moving average is $91.06 and its 200-day moving average is $86.29.
iShares MSCI USA Min Vol Factor ETF Company 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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