XY Planning Network Inc. lifted its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 33.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,604 shares of the company’s stock after acquiring an additional 6,669 shares during the quarter. XY Planning Network Inc.’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $2,592,000 at the end of the most recent quarter.
Several other institutional investors have also modified their holdings of the company. Ritholtz Wealth Management purchased a new position in iShares MSCI USA Min Vol Factor ETF in the 1st quarter valued at approximately $74,238,000. Geneos Wealth Management Inc. raised its holdings in iShares MSCI USA Min Vol Factor ETF by 99.3% during the first quarter. Geneos Wealth Management Inc. now owns 1,143,557 shares of the company’s stock worth $106,053,000 after purchasing an additional 569,762 shares during the last quarter. Catalyst Capital Advisors LLC raised its holdings in iShares MSCI USA Min Vol Factor ETF by 13.0% during the first quarter. Catalyst Capital Advisors LLC now owns 4,242,597 shares of the company’s stock worth $393,458,000 after purchasing an additional 489,637 shares during the last quarter. MV Capital Management Inc. purchased a new stake in iShares MSCI USA Min Vol Factor ETF during the fourth quarter worth $19,900,000. Finally, Piedmont Capital Management LLC purchased a new stake in iShares MSCI USA Min Vol Factor ETF during the second quarter worth $19,753,000.
iShares MSCI USA Min Vol Factor ETF Stock Performance
iShares MSCI USA Min Vol Factor ETF stock opened at $100.65 on Wednesday. The firm has a market capitalization of $25.69 billion, a price-to-earnings ratio of 22.90 and a beta of 0.72. iShares MSCI USA Min Vol Factor ETF has a fifty-two week low of $91.02 and a fifty-two week high of $102.21. The stock’s fifty day moving average is $100.01 and its two-hundred day moving average is $97.08.
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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