iShares MSCI USA Min Vol Factor ETF $USMV is Keeler & Nadler Financial Planning & Wealth Management’s 10th Largest Position

Keeler & Nadler Financial Planning & Wealth Management trimmed its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 0.9% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 81,697 shares of the company’s stock after selling 775 shares during the quarter. iShares MSCI USA Min Vol Factor ETF accounts for approximately 3.1% of Keeler & Nadler Financial Planning & Wealth Management’s investment portfolio, making the stock its 10th biggest position. Keeler & Nadler Financial Planning & Wealth Management’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $7,669,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Compass Wealth Management LLC boosted its holdings in iShares MSCI USA Min Vol Factor ETF by 82.0% during the 1st quarter. Compass Wealth Management LLC now owns 273 shares of the company’s stock valued at $26,000 after acquiring an additional 123 shares during the period. ROSS JOHNSON & Associates LLC purchased a new position in shares of iShares MSCI USA Min Vol Factor ETF in the 1st quarter valued at about $28,000. Flaharty Asset Management LLC purchased a new position in shares of iShares MSCI USA Min Vol Factor ETF in the 1st quarter valued at about $30,000. Columbia River Financial Group LLC purchased a new position in shares of iShares MSCI USA Min Vol Factor ETF in the 1st quarter valued at about $30,000. Finally, LRI Investments LLC purchased a new position in shares of iShares MSCI USA Min Vol Factor ETF in the 1st quarter valued at about $33,000.

iShares MSCI USA Min Vol Factor ETF Stock Performance

Shares of USMV opened at $94.71 on Wednesday. The stock has a 50-day simple moving average of $94.06 and a 200-day simple moving average of $92.90. The stock has a market capitalization of $24.17 billion, a PE ratio of 22.90 and a beta of 0.72. iShares MSCI USA Min Vol Factor ETF has a 1 year low of $83.99 and a 1 year high of $95.12.

About iShares MSCI USA Min Vol Factor ETF

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.