iShares MSCI USA Min Vol Factor ETF $USMV is Sarver Vrooman Wealth Advisors’ 6th Largest Position

Sarver Vrooman Wealth Advisors lifted its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 18.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 38,989 shares of the company’s stock after acquiring an additional 6,009 shares during the quarter. iShares MSCI USA Min Vol Factor ETF accounts for 2.1% of Sarver Vrooman Wealth Advisors’ portfolio, making the stock its 6th largest position. Sarver Vrooman Wealth Advisors’ holdings in iShares MSCI USA Min Vol Factor ETF were worth $3,671,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Millstone Evans Group LLC lifted its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 6.3% in the 4th quarter. Millstone Evans Group LLC now owns 1,782 shares of the company’s stock worth $168,000 after acquiring an additional 106 shares during the last quarter. Vanguard Personalized Indexing Management LLC increased its position in iShares MSCI USA Min Vol Factor ETF by 2.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 4,781 shares of the company’s stock valued at $455,000 after purchasing an additional 113 shares during the period. Signature Estate & Investment Advisors LLC increased its position in iShares MSCI USA Min Vol Factor ETF by 0.3% during the 4th quarter. Signature Estate & Investment Advisors LLC now owns 36,125 shares of the company’s stock valued at $3,402,000 after purchasing an additional 118 shares during the period. Opulen Financial Group LLC grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 2.4% in the 3rd quarter. Opulen Financial Group LLC now owns 5,120 shares of the company’s stock worth $487,000 after buying an additional 118 shares during the last quarter. Finally, TSA Wealth Managment LLC grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 3.6% in the 4th quarter. TSA Wealth Managment LLC now owns 3,561 shares of the company’s stock worth $335,000 after buying an additional 124 shares during the last quarter.

iShares MSCI USA Min Vol Factor ETF Stock Down 0.7%

Shares of iShares MSCI USA Min Vol Factor ETF stock opened at $96.26 on Thursday. The firm’s 50 day moving average price is $94.39 and its 200-day moving average price is $94.73. iShares MSCI USA Min Vol Factor ETF has a 52-week low of $91.02 and a 52-week high of $98.07. The company has a market cap of $24.57 billion, a P/E ratio of 22.90 and a beta of 0.72.

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.