Kingswood Wealth Advisors LLC Boosts Stock Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Kingswood Wealth Advisors LLC boosted its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMVFree Report) by 64.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 87,227 shares of the company’s stock after buying an additional 34,066 shares during the period. iShares MSCI USA Min Vol Factor ETF makes up approximately 0.6% of Kingswood Wealth Advisors LLC’s holdings, making the stock its 25th largest holding. Kingswood Wealth Advisors LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $7,745,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in shares of iShares MSCI USA Min Vol Factor ETF by 1.1% during the third quarter. Brighton Jones LLC now owns 9,999 shares of the company’s stock worth $913,000 after acquiring an additional 111 shares during the last quarter. Anchor Investment Management LLC grew its holdings in iShares MSCI USA Min Vol Factor ETF by 6.0% during the third quarter. Anchor Investment Management LLC now owns 1,983 shares of the company’s stock worth $181,000 after acquiring an additional 112 shares during the period. Asset Dedication LLC boosted its position in iShares MSCI USA Min Vol Factor ETF by 1.5% in the 3rd quarter. Asset Dedication LLC now owns 8,377 shares of the company’s stock worth $765,000 after purchasing an additional 121 shares in the last quarter. Sensible Money LLC boosted its holdings in iShares MSCI USA Min Vol Factor ETF by 1.4% during the third quarter. Sensible Money LLC now owns 8,727 shares of the company’s stock worth $797,000 after buying an additional 121 shares in the last quarter. Finally, Foster Victor Wealth Advisors LLC grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 4.8% during the 3rd quarter. Foster Victor Wealth Advisors LLC now owns 2,663 shares of the company’s stock valued at $244,000 after acquiring an additional 123 shares during the period.

iShares MSCI USA Min Vol Factor ETF Stock Performance

BATS:USMV opened at $90.97 on Monday. 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 company has a fifty day moving average of $90.96 and a two-hundred day moving average of $90.21. The stock has a market capitalization of $26.65 billion, a PE ratio of 25.30 and a beta of 0.59.

iShares MSCI USA Min Vol Factor ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

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