Tyler Stone Wealth Management trimmed its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 106,678 shares of the company’s stock after selling 924 shares during the period. iShares MSCI USA Min Vol Factor ETF comprises approximately 1.7% of Tyler Stone Wealth Management’s investment portfolio, making the stock its 11th biggest position. Tyler Stone Wealth Management’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $9,472,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. VSM Wealth Advisory LLC bought a new position in shares of iShares MSCI USA Min Vol Factor ETF during the 4th quarter worth approximately $27,000. Stonebridge Financial Group LLC bought a new position in iShares MSCI USA Min Vol Factor ETF during the fourth quarter worth $28,000. AlphaMark Advisors LLC bought a new position in iShares MSCI USA Min Vol Factor ETF during the fourth quarter worth $30,000. Valued Wealth Advisors LLC acquired a new stake in iShares MSCI USA Min Vol Factor ETF in the fourth quarter worth $30,000. Finally, Sound Income Strategies LLC increased its stake in iShares MSCI USA Min Vol Factor ETF by 65.0% in the fourth quarter. Sound Income Strategies LLC now owns 363 shares of the company’s stock valued at $32,000 after purchasing an additional 143 shares in the last quarter.
iShares MSCI USA Min Vol Factor ETF Trading Up 4.7 %
Shares of BATS USMV opened at $92.77 on Wednesday. The firm’s 50-day moving average price is $92.45 and its 200-day moving average price is $91.71. The firm has a market capitalization of $24.21 billion, a P/E ratio of 24.03 and a beta of 0.77. iShares MSCI USA Min Vol Factor ETF has a 1-year low of $79.69 and a 1-year 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.
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