Holistic Planning LLC Reduces Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Holistic Planning LLC trimmed its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 2.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,557 shares of the company’s stock after selling 275 shares during the quarter. Holistic Planning LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $849,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CFM Wealth Partners LLC raised its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 3.3% in the fourth quarter. CFM Wealth Partners LLC now owns 53,954 shares of the company’s stock valued at $4,791,000 after acquiring an additional 1,735 shares in the last quarter. Alterna Wealth Management Inc. increased its holdings in iShares MSCI USA Min Vol Factor ETF by 6.9% during the fourth quarter. Alterna Wealth Management Inc. now owns 8,559 shares of the company’s stock valued at $760,000 after buying an additional 556 shares during the period. Ironwood Wealth Management Inc. raised its stake in iShares MSCI USA Min Vol Factor ETF by 1.0% in the fourth quarter. Ironwood Wealth Management Inc. now owns 142,733 shares of the company’s stock worth $12,515,000 after buying an additional 1,353 shares in the last quarter. U.S. Capital Wealth Advisors LLC purchased a new stake in iShares MSCI USA Min Vol Factor ETF during the fourth quarter worth $483,000. Finally, Golden State Equity Partners increased its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 312.9% in the 4th quarter. Golden State Equity Partners now owns 16,261 shares of the company’s stock valued at $1,444,000 after acquiring an additional 12,323 shares during the period.

iShares MSCI USA Min Vol Factor ETF Price Performance

Shares of BATS USMV opened at $91.97 on Monday. iShares MSCI USA Min Vol Factor ETF has a 1-year low of $47.44 and a 1-year high of $55.45. The business has a fifty day moving average price of $90.93 and a 200 day moving average price of $90.40. The stock has a market capitalization of $26.95 billion, a P/E ratio of 25.30 and a beta of 0.59.

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.