Tempus Wealth Planning LLC Has $1.78 Million Stock Position in iShares MSCI USA Quality Factor ETF $QUAL

Tempus Wealth Planning LLC reduced its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 27.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,961 shares of the company’s stock after selling 3,341 shares during the quarter. Tempus Wealth Planning LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $1,780,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Avantra Family Wealth Inc. bought a new position in iShares MSCI USA Quality Factor ETF in the third quarter valued at $1,493,000. Dynasty Wealth Management LLC lifted its position in iShares MSCI USA Quality Factor ETF by 18.3% during the 3rd quarter. Dynasty Wealth Management LLC now owns 582,095 shares of the company’s stock worth $113,218,000 after buying an additional 90,195 shares in the last quarter. Cabot Wealth Management Inc. lifted its position in iShares MSCI USA Quality Factor ETF by 8.7% during the 3rd quarter. Cabot Wealth Management Inc. now owns 42,044 shares of the company’s stock worth $8,177,000 after buying an additional 3,369 shares in the last quarter. Insight Inv LLC acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the 3rd quarter worth about $1,016,000. Finally, CGC Financial Services LLC boosted its stake in shares of iShares MSCI USA Quality Factor ETF by 846.1% during the 3rd quarter. CGC Financial Services LLC now owns 149,619 shares of the company’s stock worth $29,101,000 after buying an additional 133,804 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of BATS QUAL opened at $193.16 on Friday. The business has a 50-day moving average of $199.63 and a 200-day moving average of $197.90. The stock has a market capitalization of $56.01 billion, a price-to-earnings ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a fifty-two week low of $148.34 and a fifty-two week high of $205.65.

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.