iShares MSCI USA Quality Factor ETF $QUAL Stake Lifted by Cabot Wealth Management Inc.

Cabot Wealth Management Inc. increased its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 6.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,906 shares of the company’s stock after acquiring an additional 2,862 shares during the period. Cabot Wealth Management Inc.’s holdings in iShares MSCI USA Quality Factor ETF were worth $8,919,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in QUAL. Two Sigma Investments LP boosted its holdings in shares of 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% in 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 in the last quarter. Coldstream Capital Management Inc. boosted its holdings 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 acquiring an additional 595,017 shares in the last quarter. Heck Capital Advisors LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF in the fourth quarter valued at approximately $81,990,000. Finally, Orion Porfolio Solutions LLC boosted its holdings in shares of iShares MSCI USA Quality Factor ETF by 298.3% in the second quarter. Orion Porfolio Solutions LLC now owns 542,767 shares of the company’s stock valued at $99,229,000 after acquiring an additional 406,488 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

QUAL stock opened at $210.04 on Thursday. iShares MSCI USA Quality Factor ETF has a 12 month low of $169.23 and a 12 month high of $210.23. The firm has a market cap of $60.90 billion, a PE ratio of 25.59 and a beta of 1.05. The firm has a 50 day simple moving average of $199.88 and a 200 day simple moving average of $199.49.

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.