iShares MSCI USA Quality Factor ETF $QUAL is Wells Financial Advisors INC’s 7th Largest Position

Wells Financial Advisors INC cut its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 27.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 12,111 shares of the company’s stock after selling 4,532 shares during the period. iShares MSCI USA Quality Factor ETF accounts for about 4.6% of Wells Financial Advisors INC’s holdings, making the stock its 7th biggest position. Wells Financial Advisors INC’s holdings in iShares MSCI USA Quality Factor ETF were worth $2,405,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Two Sigma Investments LP raised its holdings in iShares MSCI USA Quality Factor ETF by 99.7% in the third quarter. Two Sigma Investments LP now owns 1,931,800 shares of the company’s stock valued at $375,735,000 after acquiring an additional 964,500 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in shares of iShares MSCI USA Quality Factor ETF by 79.0% during the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,764,425 shares of the company’s stock valued at $350,450,000 after acquiring an additional 778,465 shares during the period. Coldstream Capital Management Inc. increased its stake in shares of iShares MSCI USA Quality Factor ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock valued at $203,164,000 after purchasing an additional 595,017 shares during the period. Heck Capital Advisors LLC bought a new stake in shares of iShares MSCI USA Quality Factor ETF during the fourth quarter valued at approximately $81,990,000. Finally, Orion Porfolio Solutions LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 298.3% during the second quarter. Orion Porfolio Solutions LLC now owns 542,767 shares of the company’s stock worth $99,229,000 after buying an additional 406,488 shares during the period.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of iShares MSCI USA Quality Factor ETF stock opened at $207.25 on Friday. iShares MSCI USA Quality Factor ETF has a 1-year low of $169.23 and a 1-year high of $207.72. The business’s fifty day moving average price is $199.67 and its two-hundred day moving average price is $199.18. The company has a market capitalization of $60.09 billion, a P/E ratio of 25.59 and a beta of 1.05.

iShares MSCI USA Quality Factor ETF Profile

The iShares MSCI USA Quality Factor ETF (QUAL) is an exchange-traded fund that is based on the MSCI USA Sector Neutral Quality index. The fund tracks an index of US large- and mid-cap stocks, selected and weighted by high ROE, stable earnings growth and low debt\u002Fequity, relative to peers in each sector. QUAL was launched on Jul 18, 2013 and is managed by BlackRock.