Sfmg LLC Makes New $470,000 Investment in iShares MSCI USA Quality Factor ETF $QUAL

Sfmg LLC bought a new stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,368 shares of the company’s stock, valued at approximately $470,000.

Several other institutional investors and hedge funds have also modified their holdings of QUAL. Impact Partnership Wealth LLC boosted its position in iShares MSCI USA Quality Factor ETF by 30.6% during the fourth quarter. Impact Partnership Wealth LLC now owns 1,435 shares of the company’s stock valued at $285,000 after purchasing an additional 336 shares during the last quarter. Madison Wealth Partners Inc increased its position in iShares MSCI USA Quality Factor ETF by 35.4% in the 4th quarter. Madison Wealth Partners Inc now owns 1,428 shares of the company’s stock worth $284,000 after purchasing an additional 373 shares during the last quarter. Yukon Wealth Management Inc. raised its stake in shares of iShares MSCI USA Quality Factor ETF by 6.1% during the 4th quarter. Yukon Wealth Management Inc. now owns 13,525 shares of the company’s stock worth $2,727,000 after purchasing an additional 782 shares in the last quarter. Zhang Financial LLC raised its stake in shares of iShares MSCI USA Quality Factor ETF by 33.4% during the 4th quarter. Zhang Financial LLC now owns 2,977 shares of the company’s stock worth $591,000 after purchasing an additional 746 shares in the last quarter. Finally, Operose Advisors LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 66.0% during the 4th quarter. Operose Advisors LLC now owns 664 shares of the company’s stock valued at $132,000 after buying an additional 264 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of BATS QUAL opened at $215.49 on Monday. The stock has a market cap of $62.48 billion, a price-to-earnings ratio of 25.59 and a beta of 1.05. The business has a 50 day simple moving average of $203.92 and a 200 day simple moving average of $201.47. iShares MSCI USA Quality Factor ETF has a 52 week low of $175.20 and a 52 week high of $216.44.

iShares MSCI USA Quality Factor ETF Company 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.