AE Wealth Management LLC Has $10.45 Million Stock Holdings in iShares MSCI USA Min Vol Factor ETF $USMV

AE Wealth Management LLC boosted its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 55.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 111,002 shares of the company’s stock after purchasing an additional 39,788 shares during the period. AE Wealth Management LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $10,452,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Oxinas Partners LLC boosted its position in iShares MSCI USA Min Vol Factor ETF by 7.3% during the fourth quarter. Oxinas Partners LLC now owns 10,680 shares of the company’s stock valued at $1,006,000 after purchasing an additional 729 shares during the last quarter. West Wealth Group LLC lifted its stake in iShares MSCI USA Min Vol Factor ETF by 5.7% in the 4th quarter. West Wealth Group LLC now owns 15,526 shares of the company’s stock valued at $1,462,000 after purchasing an additional 833 shares during the last quarter. Nations Financial Group Inc. IA ADV lifted its stake in iShares MSCI USA Min Vol Factor ETF by 1.0% in the 4th quarter. Nations Financial Group Inc. IA ADV now owns 121,926 shares of the company’s stock valued at $11,481,000 after purchasing an additional 1,209 shares during the last quarter. CWM LLC lifted its stake in iShares MSCI USA Min Vol Factor ETF by 1.4% in the 4th quarter. CWM LLC now owns 795,730 shares of the company’s stock valued at $74,926,000 after purchasing an additional 11,205 shares during the last quarter. Finally, Pursue Wealth Partners LLC acquired a new stake in iShares MSCI USA Min Vol Factor ETF in the 4th quarter valued at about $204,000.

iShares MSCI USA Min Vol Factor ETF Stock Performance

Shares of BATS:USMV opened at $94.86 on Friday. iShares MSCI USA Min Vol Factor ETF has a 52-week low of $87.41 and a 52-week high of $98.07. The company has a market capitalization of $24.21 billion, a P/E ratio of 22.90 and a beta of 0.72. The company has a 50-day simple moving average of $94.78 and a 200 day simple moving average of $94.51.

iShares MSCI USA Min Vol Factor ETF Company 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.