iShares MSCI USA Quality Factor ETF $QUAL is Liberty Wealth Management LLC’s 5th Largest Position

Liberty Wealth Management LLC boosted its stake in iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 159,312 shares of the company’s stock after acquiring an additional 3,188 shares during the period. iShares MSCI USA Quality Factor ETF comprises approximately 4.1% of Liberty Wealth Management LLC’s portfolio, making the stock its 5th largest position. Liberty Wealth Management LLC owned approximately 0.05% of iShares MSCI USA Quality Factor ETF worth $31,622,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of QUAL. Two Sigma Investments LP lifted its position in 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 during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in 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 during the last quarter. Coldstream Capital Management Inc. lifted its position in 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 during the last quarter. Heck Capital Advisors LLC purchased a new stake in iShares MSCI USA Quality Factor ETF in the fourth quarter valued at $81,990,000. Finally, Orion Porfolio Solutions LLC lifted its position in 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 during the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of QUAL opened at $210.39 on Wednesday. iShares MSCI USA Quality Factor ETF has a 1-year low of $173.00 and a 1-year high of $211.23. The stock has a market cap of $61.00 billion, a PE ratio of 25.59 and a beta of 1.05. The firm has a fifty day moving average price of $200.32 and a 200 day moving average price of $199.92.

iShares MSCI USA Quality Factor ETF Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for iShares MSCI USA Quality Factor ETF (BATS:QUAL)

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