iShares MSCI USA Quality Factor ETF $QUAL is Wells Financial Advisors INC’s 4th Largest Position

Wells Financial Advisors INC trimmed its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 41.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,148 shares of the company’s stock after selling 4,963 shares during the period. iShares MSCI USA Quality Factor ETF accounts for about 6.2% of Wells Financial Advisors INC’s holdings, making the stock its 4th biggest holding. Wells Financial Advisors INC’s holdings in iShares MSCI USA Quality Factor ETF were worth $1,371,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. Two Sigma Investments LP boosted its position 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 buying an additional 964,500 shares during the period. Goldman Sachs Group Inc. raised its holdings in shares of 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 during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of 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 during the period. Heck Capital Advisors LLC acquired a new position in iShares MSCI USA Quality Factor ETF during the 4th quarter worth approximately $81,990,000. Finally, Orion Porfolio Solutions LLC lifted 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 in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

BATS QUAL opened at $217.87 on Monday. The stock has a market cap of $63.17 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 $181.65 and a fifty-two week high of $221.16. The business has a 50 day moving average price of $215.49 and a two-hundred day moving average price of $206.23.

About iShares MSCI USA Quality Factor ETF

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.