Capital Planning LLC Grows Stock Holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Capital Planning LLC lifted its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 0.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 117,575 shares of the company’s stock after buying an additional 562 shares during the period. iShares MSCI USA Min Vol Factor ETF makes up approximately 2.7% of Capital Planning LLC’s holdings, making the stock its 12th largest holding. Capital Planning LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $10,439,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Brighton Jones LLC lifted its position in iShares MSCI USA Min Vol Factor ETF by 1.1% in the 3rd quarter. Brighton Jones LLC now owns 9,999 shares of the company’s stock valued at $913,000 after acquiring an additional 111 shares in the last quarter. Anchor Investment Management LLC increased its stake in shares of iShares MSCI USA Min Vol Factor ETF by 6.0% in the 3rd quarter. Anchor Investment Management LLC now owns 1,983 shares of the company’s stock worth $181,000 after purchasing an additional 112 shares in the last quarter. Asset Dedication LLC increased its stake in shares of iShares MSCI USA Min Vol Factor ETF by 1.5% in the 3rd quarter. Asset Dedication LLC now owns 8,377 shares of the company’s stock worth $765,000 after purchasing an additional 121 shares in the last quarter. Sensible Money LLC increased its stake in shares of iShares MSCI USA Min Vol Factor ETF by 1.4% in the 3rd quarter. Sensible Money LLC now owns 8,727 shares of the company’s stock worth $797,000 after purchasing an additional 121 shares in the last quarter. Finally, Foster Victor Wealth Advisors LLC boosted its holdings in iShares MSCI USA Min Vol Factor ETF by 4.8% in the 3rd quarter. Foster Victor Wealth Advisors LLC now owns 2,663 shares of the company’s stock worth $244,000 after buying an additional 123 shares during the period.

iShares MSCI USA Min Vol Factor ETF Stock Up 1.2 %

USMV opened at $89.68 on Friday. The firm has a 50-day simple moving average of $91.23 and a two-hundred day simple moving average of $89.86. iShares MSCI USA Min Vol Factor ETF has a 52 week low of $47.44 and a 52 week high of $55.45. The company has a market capitalization of $26.28 billion, a PE ratio of 25.30 and a beta of 0.59.

About iShares MSCI USA Min Vol Factor ETF

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.