Freestone Capital Holdings LLC Has $615,000 Stake in iShares MSCI USA Min Vol Factor ETF $USMV

Posted by James Quigley on Nov 5th, 2025

Freestone Capital Holdings LLC decreased its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 10.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,549 shares of the company’s stock after selling 748 shares during the quarter. Freestone Capital Holdings LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $615,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. ROSS JOHNSON & Associates LLC acquired a new stake in iShares MSCI USA Min Vol Factor ETF in the 1st quarter valued at $28,000. Avion Wealth boosted its stake in iShares MSCI USA Min Vol Factor ETF by 88.8% in the second quarter. Avion Wealth now owns 304 shares of the company’s stock worth $28,000 after purchasing an additional 143 shares in the last quarter. Flaharty Asset Management LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF in the first quarter worth $30,000. LRI Investments LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF in the first quarter worth $33,000. Finally, Blue Bell Private Wealth Management LLC boosted its stake in iShares MSCI USA Min Vol Factor ETF by 77.9% in the first quarter. Blue Bell Private Wealth Management LLC now owns 386 shares of the company’s stock worth $36,000 after purchasing an additional 169 shares in the last quarter.

iShares MSCI USA Min Vol Factor ETF Stock Performance

iShares MSCI USA Min Vol Factor ETF stock opened at $92.81 on Wednesday. The firm has a market cap of $23.69 billion, a P/E ratio of 22.90 and a beta of 0.72. The business’s fifty day moving average is $94.19 and its two-hundred day moving average is $93.37. iShares MSCI USA Min Vol Factor ETF has a 52 week low of $83.99 and a 52 week high of $95.12.

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.