Simplicity Wealth LLC Has $4 Million Stock Position in iShares MSCI USA Quality Factor ETF $QUAL

Simplicity Wealth LLC increased its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 12.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,838 shares of the company’s stock after purchasing an additional 2,331 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,997,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Two Sigma Investments LP boosted 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 worth $375,735,000 after acquiring an additional 964,500 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in iShares MSCI USA Quality Factor ETF by 403.0% in the fourth 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 period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in shares of iShares MSCI USA Quality Factor ETF by 79.0% during the 4th 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 during the last quarter. Coldstream Capital Management Inc. boosted 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 last quarter. Finally, Heck Capital Advisors LLC acquired a new stake in shares of iShares MSCI USA Quality Factor ETF in the 4th quarter valued at approximately $81,990,000.

iShares MSCI USA Quality Factor ETF Stock Up 0.5%

Shares of QUAL traded up $1.19 during trading hours on Friday, reaching $219.69. The stock had a trading volume of 1,370,117 shares, compared to its average volume of 1,894,405. iShares MSCI USA Quality Factor ETF has a 52 week low of $181.55 and a 52 week high of $220.24. The company has a market cap of $63.70 billion, a P/E ratio of 25.59 and a beta of 1.05. The firm has a 50-day moving average of $214.46 and a 200 day moving average of $205.54.

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.