Marcum Wealth LLC Has $2.79 Million Stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Marcum Wealth LLC increased its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMVGet Rating) by 0.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 39,665 shares of the company’s stock after buying an additional 257 shares during the period. iShares MSCI USA Min Vol Factor ETF accounts for 0.4% of Marcum Wealth LLC’s portfolio, making the stock its 26th largest holding. Marcum Wealth LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $2,785,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Valeo Financial Advisors LLC increased its holdings in iShares MSCI USA Min Vol Factor ETF by 2.4% in the first quarter. Valeo Financial Advisors LLC now owns 5,724 shares of the company’s stock worth $444,000 after buying an additional 135 shares during the last quarter. RDA Financial Network grew its holdings in iShares MSCI USA Min Vol Factor ETF by 3.6% during the first quarter. RDA Financial Network now owns 4,401 shares of the company’s stock valued at $341,000 after purchasing an additional 154 shares during the last quarter. JMG Financial Group Ltd. grew its holdings in iShares MSCI USA Min Vol Factor ETF by 0.6% during the first quarter. JMG Financial Group Ltd. now owns 26,715 shares of the company’s stock valued at $2,072,000 after purchasing an additional 158 shares during the last quarter. Stonebridge Capital Advisors LLC grew its holdings in iShares MSCI USA Min Vol Factor ETF by 115.4% during the fourth quarter. Stonebridge Capital Advisors LLC now owns 308 shares of the company’s stock valued at $25,000 after purchasing an additional 165 shares during the last quarter. Finally, Harbor Investment Advisory LLC grew its holdings in iShares MSCI USA Min Vol Factor ETF by 12.5% during the first quarter. Harbor Investment Advisory LLC now owns 1,481 shares of the company’s stock valued at $115,000 after purchasing an additional 165 shares during the last quarter.

iShares MSCI USA Min Vol Factor ETF Trading Down 1.3 %

USMV stock traded down $0.91 during midday trading on Thursday, hitting $69.16. 2,756,819 shares of the company traded hands. iShares MSCI USA Min Vol Factor ETF has a twelve month low of $47.44 and a twelve month high of $55.45. The business has a 50 day simple moving average of $72.90 and a 200-day simple moving average of $73.30.

See Also

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Institutional Ownership by Quarter for iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

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