Global Trust Asset Management LLC Expands Holdings in iShares MSCI USA Min Vol Factor ETF

Global Trust Asset Management LLC has increased its stake in the iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 32.0% during the third quarter, as revealed in its latest filing with the Securities and Exchange Commission (SEC). After acquiring an additional 350 shares, the fund now holds a total of 1,445 shares in the ETF, with a valuation of approximately $132,000 based on their recent filings.

Several other institutional investors have also adjusted their positions in this ETF. Brighton Jones LLC has raised its holdings in the iShares MSCI USA Min Vol Factor ETF by 1.1%, now owning 9,999 shares valued at around $913,000 after adding 111 shares recently. Additionally, Asset Dedication LLC increased its stake by 1.5%, holding 8,377 shares worth $765,000 following a purchase of 121 additional shares.

Sensible Money LLC has also boosted its position by 1.4%, now possessing 8,727 shares valued at $797,000 with an additional purchase of 121 shares. Meanwhile, Sage Capital Advisors LLC increased its ownership by 2.4% in the previous quarter, now owning 5,331 shares worth $448,000 after acquiring 123 shares more. Lastly, Foster Victor Wealth Advisors LLC has increased its share count by 4.8% during the third quarter, resulting in ownership of 2,663 shares valued at $244,000 after obtaining an additional 123 shares.

Recent Stock Performance of iShares MSCI USA Min Vol Factor ETF

The stock of iShares MSCI USA Min Vol Factor ETF opened at $91.00 on the last trading day. Its 50-day and 200-day simple moving averages are $91.06 and $86.26, respectively. Over the past year, the stock has experienced a low of $47.44 and a high of $55.45. With a market capitalization of $26.66 billion, the ETF has a price-to-earnings (P/E) ratio of 25.30, and a beta of 0.59, indicating a lower volatility in comparison to the stock market as a whole.

Overview of iShares MSCI USA Min Vol Factor ETF

The iShares MSCI USA Min Vol Factor ETF (USMV) is an exchange-traded fund that seeks to track the MSCI USA Minimum Volatility (USD) index. This index comprises U.S.-listed companies that are selected and weighted to form a low-volatility portfolio, aiming to reduce risk. The ETF was launched on October 18, 2011, and is managed by BlackRock.

Further Insights

Investors considering iShares MSCI USA Min Vol Factor ETF should be aware of these recent adjustments in the investment landscape and the performances over recent quarters, which may indicate a growing interest in low-volatility investment strategies across various institutional stakeholders.

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