RCS Financial Planning LLC Reduces Stake in iShares MSCI USA Quality Factor ETF $QUAL

RCS Financial Planning LLC lessened its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 32.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,558 shares of the company’s stock after selling 7,865 shares during the quarter. iShares MSCI USA Quality Factor ETF makes up 1.4% of RCS Financial Planning LLC’s portfolio, making the stock its 22nd biggest position. RCS Financial Planning LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,289,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in QUAL. Gallagher Fiduciary Advisors LLC increased its position in iShares MSCI USA Quality Factor ETF by 13,080.9% during the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 2,481,960 shares of the company’s stock valued at $453,752,000 after purchasing an additional 2,463,130 shares during the period. Cerity Partners LLC raised its holdings in iShares MSCI USA Quality Factor ETF by 39.6% in the 2nd quarter. Cerity Partners LLC now owns 3,755,880 shares of the company’s stock worth $686,910,000 after purchasing an additional 1,065,946 shares in the last quarter. Two Sigma Investments LP lifted its position 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 worth $375,735,000 after purchasing an additional 964,500 shares during the period. Coldstream Capital Management Inc. lifted its position 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 purchasing an additional 595,017 shares during the period. Finally, Heck Capital Advisors LLC bought a new stake in shares of iShares MSCI USA Quality Factor ETF during the 4th quarter valued at about $81,990,000.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of BATS QUAL opened at $191.81 on Wednesday. iShares MSCI USA Quality Factor ETF has a 1 year low of $148.34 and a 1 year high of $205.65. The company’s 50-day moving average is $200.00 and its 200 day moving average is $197.97. The stock has a market capitalization of $55.62 billion, a P/E ratio of 25.59 and a beta of 1.05.

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.