Marcum Wealth LLC Has $511,000 Stock Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Marcum Wealth LLC increased its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUALGet Rating) by 5.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,576 shares of the company’s stock after purchasing an additional 229 shares during the period. Marcum Wealth LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $511,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Massmutual Trust Co. FSB ADV grew its stake in iShares MSCI USA Quality Factor ETF by 16.2% in the second quarter. Massmutual Trust Co. FSB ADV now owns 630 shares of the company’s stock valued at $70,000 after acquiring an additional 88 shares during the period. Larson Financial Group LLC grew its stake in iShares MSCI USA Quality Factor ETF by 1.7% in the first quarter. Larson Financial Group LLC now owns 6,047 shares of the company’s stock valued at $814,000 after acquiring an additional 101 shares during the period. Veritable L.P. grew its stake in iShares MSCI USA Quality Factor ETF by 6.8% in the first quarter. Veritable L.P. now owns 1,642 shares of the company’s stock valued at $221,000 after acquiring an additional 104 shares during the period. Orion Capital Management LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 4.6% in the first quarter. Orion Capital Management LLC now owns 2,427 shares of the company’s stock valued at $327,000 after purchasing an additional 107 shares in the last quarter. Finally, Curi Wealth Management LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 98.3% in the first quarter. Curi Wealth Management LLC now owns 230 shares of the company’s stock valued at $30,000 after purchasing an additional 114 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

QUAL stock opened at $108.88 on Friday. iShares MSCI USA Quality Factor ETF has a twelve month low of $71.96 and a twelve month high of $88.63. The stock’s 50 day moving average is $118.84 and its 200-day moving average is $121.47.

Further Reading

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

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