iShares MSCI USA Min Vol Factor ETF $USMV Shares Purchased by Blue Zone Wealth Advisors LLC

Blue Zone Wealth Advisors LLC boosted its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 3.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,040 shares of the company’s stock after purchasing an additional 138 shares during the quarter. Blue Zone Wealth Advisors LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $379,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in USMV. Brighton Jones LLC raised its stake in iShares MSCI USA Min Vol Factor ETF by 12.9% in the 4th quarter. Brighton Jones LLC now owns 11,290 shares of the company’s stock valued at $1,002,000 after purchasing an additional 1,291 shares during the last quarter. GAMMA Investing LLC raised its stake in iShares MSCI USA Min Vol Factor ETF by 37.0% in the 1st quarter. GAMMA Investing LLC now owns 2,708 shares of the company’s stock valued at $254,000 after purchasing an additional 731 shares during the last quarter. Integrated Advisors Network LLC raised its stake in iShares MSCI USA Min Vol Factor ETF by 1.3% in the 1st quarter. Integrated Advisors Network LLC now owns 16,774 shares of the company’s stock valued at $1,571,000 after purchasing an additional 208 shares during the last quarter. NorthCrest Asset Manangement LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF in the 1st quarter valued at about $774,000. Finally, Puff Wealth Management LLC purchased a new stake in iShares MSCI USA Min Vol Factor ETF in the 1st quarter valued at about $593,000.

iShares MSCI USA Min Vol Factor ETF Price Performance

USMV opened at $94.01 on Friday. The stock has a market capitalization of $23.99 billion, a price-to-earnings ratio of 22.90 and a beta of 0.72. The business has a 50-day moving average of $94.00 and a two-hundred day moving average of $92.88. iShares MSCI USA Min Vol Factor ETF has a 12 month low of $83.99 and a 12 month 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.