Legacy Financial Group LLC Has $8.92 Million Stake in iShares MSCI USA Quality Factor ETF $QUAL

Legacy Financial Group LLC trimmed its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 47.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 44,225 shares of the company’s stock after selling 39,484 shares during the period. iShares MSCI USA Quality Factor ETF accounts for 1.1% of Legacy Financial Group LLC’s investment portfolio, making the stock its 25th biggest holding. Legacy Financial Group LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $8,917,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. Two Sigma Investments LP grew its holdings in shares of iShares MSCI USA Quality Factor ETF by 99.7% during the third quarter. Two Sigma Investments LP now owns 1,931,800 shares of the company’s stock valued at $375,735,000 after buying an additional 964,500 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in iShares MSCI USA Quality Factor ETF by 79.0% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,764,425 shares of the company’s stock worth $350,450,000 after acquiring an additional 778,465 shares in the last quarter. Coldstream Capital Management Inc. lifted its stake in 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 acquiring an additional 595,017 shares in the last quarter. Heck Capital Advisors LLC acquired a new stake in iShares MSCI USA Quality Factor ETF during the 4th quarter worth about $81,990,000. Finally, Orion Porfolio Solutions LLC boosted its position in iShares MSCI USA Quality Factor ETF by 298.3% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 542,767 shares of the company’s stock worth $99,229,000 after acquiring an additional 406,488 shares during the period.

iShares MSCI USA Quality Factor ETF Price Performance

BATS:QUAL opened at $212.37 on Friday. The stock has a market cap of $61.58 billion, a PE ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a fifty-two week low of $173.00 and a fifty-two week high of $212.78. The stock’s 50-day moving average is $200.65 and its two-hundred day moving average is $200.14.

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.