iShares MSCI USA Quality Factor ETF $QUAL Shares Purchased by Lutz Financial Services LLC

Lutz Financial Services LLC grew its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 4.7% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 80,906 shares of the company’s stock after acquiring an additional 3,605 shares during the quarter. iShares MSCI USA Quality Factor ETF comprises 1.0% of Lutz Financial Services LLC’s investment portfolio, making the stock its 27th biggest holding. Lutz Financial Services LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $15,519,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Two Sigma Investments LP lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 99.7% in the 3rd quarter. Two Sigma Investments LP now owns 1,931,800 shares of the company’s stock valued at $375,735,000 after purchasing an additional 964,500 shares during the last quarter. Goldman Sachs Group Inc. grew its position in iShares MSCI USA Quality Factor ETF by 403.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,107,669 shares of the company’s stock valued at $220,005,000 after buying an additional 887,478 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake 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 worth $350,450,000 after acquiring an additional 778,465 shares during the period. Coldstream Capital Management Inc. increased its position in iShares MSCI USA Quality Factor ETF by 132.4% during the 3rd quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock worth $203,164,000 after purchasing an additional 595,017 shares during the period. Finally, Heck Capital Advisors LLC purchased a new position in iShares MSCI USA Quality Factor ETF in the fourth quarter worth $81,990,000.

iShares MSCI USA Quality Factor ETF Stock Down 0.5%

Shares of BATS QUAL opened at $218.65 on Tuesday. The firm has a 50-day moving average price of $214.69 and a 200 day moving average price of $205.71. iShares MSCI USA Quality Factor ETF has a 52 week low of $181.55 and a 52 week high of $220.24. The stock has a market capitalization of $63.40 billion, a price-to-earnings 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.