Sound Income Strategies LLC trimmed its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 43.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,126 shares of the company’s stock after selling 2,422 shares during the period. Sound Income Strategies LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $603,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of QUAL. Coldstream Capital Management Inc. lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock worth $203,164,000 after acquiring an additional 595,017 shares during the last quarter. Cassilly Financial Group LLC purchased a new position in shares of iShares MSCI USA Quality Factor ETF during the 4th quarter worth about $1,348,000. Aspen Wealth Management LLC grew its holdings in iShares MSCI USA Quality Factor ETF by 2.6% during the 4th quarter. Aspen Wealth Management LLC now owns 228,882 shares of the company’s stock valued at $45,461,000 after purchasing an additional 5,878 shares during the last quarter. Keel Point LLC grew its holdings in iShares MSCI USA Quality Factor ETF by 37.0% during the 3rd quarter. Keel Point LLC now owns 13,818 shares of the company’s stock valued at $2,688,000 after purchasing an additional 3,732 shares during the last quarter. Finally, Liberty Wealth Management LLC raised its position in iShares MSCI USA Quality Factor ETF by 2.0% in the 4th quarter. Liberty Wealth Management LLC now owns 159,312 shares of the company’s stock worth $31,622,000 after purchasing an additional 3,188 shares during the period.
iShares MSCI USA Quality Factor ETF Price Performance
iShares MSCI USA Quality Factor ETF stock opened at $218.43 on Friday. The firm has a market capitalization of $63.33 billion, a P/E ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a 1-year low of $181.55 and a 1-year high of $220.24. The company’s 50-day moving average is $213.27 and its 200 day moving average is $204.84.
About iShares MSCI USA Quality Factor ETF
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.
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