Sound Income Strategies LLC trimmed its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 43.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,126 shares of the company’s stock after selling 2,422 shares during the quarter. Sound Income Strategies LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $603,000 at the end of the most recent reporting period.
A number of other large investors have also recently made changes to their positions in QUAL. Two Sigma Investments LP grew its holdings in shares of 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 worth $375,735,000 after purchasing an additional 964,500 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in iShares MSCI USA Quality Factor ETF by 403.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 1,107,669 shares of the company’s stock valued at $220,005,000 after buying an additional 887,478 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in iShares MSCI USA Quality Factor ETF by 79.0% during the 4th 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 buying an additional 778,465 shares in the last quarter. Coldstream Capital Management Inc. boosted its position 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 valued at $203,164,000 after buying an additional 595,017 shares during the period. Finally, Heck Capital Advisors LLC bought a new position in iShares MSCI USA Quality Factor ETF in the 4th quarter worth about $81,990,000.
iShares MSCI USA Quality Factor ETF Stock Performance
Shares of BATS:QUAL opened at $218.43 on Friday. The firm’s 50 day simple moving average is $213.27 and its 200-day simple moving average is $204.84. iShares MSCI USA Quality Factor ETF has a one year low of $181.55 and a one year high of $220.24. The firm has a market cap of $63.33 billion, a PE ratio of 25.59 and a beta of 1.05.
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.
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