HB Wealth Management LLC Boosts Stake in iShares MSCI USA Quality Factor ETF $QUAL

HB Wealth Management LLC raised its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 20.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,552 shares of the company’s stock after purchasing an additional 3,702 shares during the quarter. HB Wealth Management LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $4,729,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Liberty Wealth Management LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 2.0% during the fourth quarter. Liberty Wealth Management LLC now owns 159,312 shares of the company’s stock worth $31,622,000 after buying an additional 3,188 shares during the period. Uptick Partners LLC lifted its stake in iShares MSCI USA Quality Factor ETF by 32.5% during the 1st quarter. Uptick Partners LLC now owns 10,331 shares of the company’s stock worth $1,982,000 after acquiring an additional 2,533 shares in the last quarter. Lutz Financial Services LLC boosted its holdings in iShares MSCI USA Quality Factor ETF by 5.7% during the 4th quarter. Lutz Financial Services LLC now owns 77,301 shares of the company’s stock valued at $15,354,000 after acquiring an additional 4,154 shares during the period. Peak Wealth Management LLC purchased a new position in iShares MSCI USA Quality Factor ETF during the 4th quarter valued at about $5,416,000. Finally, Pure Financial Advisors LLC grew its position in iShares MSCI USA Quality Factor ETF by 3.5% in the 4th quarter. Pure Financial Advisors LLC now owns 165,510 shares of the company’s stock valued at $32,874,000 after acquiring an additional 5,541 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of BATS:QUAL opened at $222.58 on Tuesday. The firm has a market capitalization of $64.54 billion, a PE ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a 1 year low of $185.88 and a 1 year high of $227.32. The firm’s 50-day moving average is $221.23 and its two-hundred day moving average is $211.27.

iShares MSCI USA Quality Factor ETF 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.