Lutz Financial Services LLC Boosts Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Lutz Financial Services LLC grew its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 5.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 77,301 shares of the company’s stock after acquiring an additional 4,154 shares during the quarter. iShares MSCI USA Quality Factor ETF accounts for approximately 1.0% of Lutz Financial Services LLC’s portfolio, making the stock its 27th largest holding. Lutz Financial Services LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $15,354,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of iShares MSCI USA Quality Factor ETF by 25.3% in the 4th quarter. Brighton Jones LLC now owns 10,028 shares of the company’s stock worth $1,786,000 after buying an additional 2,023 shares during the last quarter. Heck Capital Advisors LLC purchased a new position in shares of iShares MSCI USA Quality Factor ETF in the 4th quarter worth approximately $81,990,000. Bison Wealth LLC boosted its stake in shares of iShares MSCI USA Quality Factor ETF by 21.6% in the 4th quarter. Bison Wealth LLC now owns 19,062 shares of the company’s stock worth $3,395,000 after buying an additional 3,383 shares during the last quarter. AQR Capital Management LLC boosted its stake in shares of iShares MSCI USA Quality Factor ETF by 45.5% in the 1st quarter. AQR Capital Management LLC now owns 19,681 shares of the company’s stock worth $3,363,000 after buying an additional 6,152 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in shares of iShares MSCI USA Quality Factor ETF by 88.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 132,198 shares of the company’s stock worth $22,591,000 after buying an additional 62,219 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Stock Up 0.2%

Shares of BATS QUAL opened at $210.92 on Tuesday. iShares MSCI USA Quality Factor ETF has a twelve month low of $173.00 and a twelve month high of $212.78. The stock’s 50 day moving average price is $200.98 and its 200-day moving average price is $200.30. The company has a market capitalization of $61.16 billion, a PE 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.