Green Ridge Wealth Planning LLC Has $7.79 Million Stake in iShares MSCI USA Quality Factor ETF $QUAL

Green Ridge Wealth Planning LLC decreased its stake in iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 14.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 35,505 shares of the company’s stock after selling 5,953 shares during the period. iShares MSCI USA Quality Factor ETF accounts for 3.3% of Green Ridge Wealth Planning LLC’s portfolio, making the stock its 9th largest position. Green Ridge Wealth Planning LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $7,791,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in QUAL. Advocate Investing Services LLC bought a new stake in iShares MSCI USA Quality Factor ETF in the fourth quarter valued at $25,000. Resources Management Corp CT ADV bought a new position in shares of iShares MSCI USA Quality Factor ETF during the fourth quarter worth about $27,000. Financial Life Planners acquired a new stake in shares of iShares MSCI USA Quality Factor ETF in the 1st quarter worth about $28,000. Ares Financial Consulting LLC bought a new stake in iShares MSCI USA Quality Factor ETF in the 4th quarter valued at about $30,000. Finally, Cornerstone Financial Management LLC acquired a new position in iShares MSCI USA Quality Factor ETF during the 4th quarter valued at about $30,000.

iShares MSCI USA Quality Factor ETF Trading Up 0.3%

BATS QUAL opened at $225.69 on Friday. The company has a 50-day moving average price of $217.61 and a two-hundred day moving average price of $208.08. iShares MSCI USA Quality Factor ETF has a 52 week low of $184.60 and a 52 week high of $227.16. The stock has a market cap of $65.44 billion, a price-to-earnings ratio of 25.59 and a beta of 1.05.

iShares MSCI USA Quality Factor ETF Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding QUAL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report).

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

Receive News & Ratings for iShares MSCI USA Quality Factor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI USA Quality Factor ETF and related companies with MarketBeat.com's FREE daily email newsletter.