OneAscent Wealth Management LLC Trims Stock Holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

OneAscent Wealth Management LLC reduced its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 16.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,497 shares of the company’s stock after selling 1,838 shares during the quarter. iShares MSCI USA Min Vol Factor ETF comprises 0.3% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 25th biggest position. OneAscent Wealth Management LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $706,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Eagle Bay Advisors LLC bought a new stake in shares of iShares MSCI USA Min Vol Factor ETF during the second quarter valued at about $28,000. Stonebridge Capital Advisors LLC increased its holdings in iShares MSCI USA Min Vol Factor ETF by 180.4% during the 4th quarter. Stonebridge Capital Advisors LLC now owns 401 shares of the company’s stock worth $29,000 after acquiring an additional 258 shares during the period. BNP Paribas Arbitrage SNC bought a new stake in iShares MSCI USA Min Vol Factor ETF during the 3rd quarter worth approximately $31,000. Oak Harbor Wealth Partners LLC purchased a new stake in iShares MSCI USA Min Vol Factor ETF in the 1st quarter worth approximately $33,000. Finally, Summit Wealth Group LLC boosted its holdings in iShares MSCI USA Min Vol Factor ETF by 1,394.6% in the 1st quarter. Summit Wealth Group LLC now owns 2,382,567 shares of the company’s stock valued at $33,000 after purchasing an additional 2,223,157 shares during the period.

iShares MSCI USA Min Vol Factor ETF Trading Down 0.8 %

Shares of iShares MSCI USA Min Vol Factor ETF stock traded down $0.58 during trading on Friday, hitting $74.84. The stock had a trading volume of 1,394,785 shares. iShares MSCI USA Min Vol Factor ETF has a 12 month low of $47.44 and a 12 month high of $55.45. The firm has a market cap of $28.71 billion, a price-to-earnings ratio of 20.17 and a beta of 0.75. The business’s 50-day moving average is $74.77 and its 200 day moving average is $73.29.

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.