U.S. Capital Wealth Advisors LLC Has $498,000 Stake in iShares MSCI USA Min Vol Factor ETF $USMV

U.S. Capital Wealth Advisors LLC trimmed its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 2.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,304 shares of the company’s stock after selling 121 shares during the quarter. U.S. Capital Wealth Advisors LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $498,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the company. Park Avenue Securities LLC lifted its holdings in iShares MSCI USA Min Vol Factor ETF by 21.0% in the 2nd quarter. Park Avenue Securities LLC now owns 475,892 shares of the company’s stock worth $44,672,000 after purchasing an additional 82,568 shares during the last quarter. Sowell Financial Services LLC lifted its holdings in iShares MSCI USA Min Vol Factor ETF by 0.9% in the 2nd quarter. Sowell Financial Services LLC now owns 112,009 shares of the company’s stock worth $10,514,000 after purchasing an additional 1,020 shares during the last quarter. Trinity Wealth Management LLC lifted its holdings in iShares MSCI USA Min Vol Factor ETF by 0.5% in the 2nd quarter. Trinity Wealth Management LLC now owns 166,388 shares of the company’s stock worth $15,619,000 after purchasing an additional 865 shares during the last quarter. Kingstone Capital Partners Texas LLC acquired a new stake in iShares MSCI USA Min Vol Factor ETF in the 2nd quarter worth approximately $1,187,000. Finally, Arkfeld Wealth Strategies L.L.C. lifted its holdings in iShares MSCI USA Min Vol Factor ETF by 14.2% in the 2nd quarter. Arkfeld Wealth Strategies L.L.C. now owns 7,214 shares of the company’s stock worth $677,000 after purchasing an additional 895 shares during the last quarter.

iShares MSCI USA Min Vol Factor ETF Stock Performance

USMV opened at $93.64 on Friday. The business has a 50 day moving average price of $93.67 and a 200 day moving average price of $92.68. The firm has a market cap of $23.90 billion, a P/E ratio of 22.90 and a beta of 0.72. iShares MSCI USA Min Vol Factor ETF has a twelve month low of $83.99 and a twelve 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.