EP Wealth Advisors LLC Purchases 11,612 Shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL)

EP Wealth Advisors LLC lifted its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 79.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 26,295 shares of the company’s stock after acquiring an additional 11,612 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $4,683,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. boosted its position in iShares MSCI USA Quality Factor ETF by 2.1% during the fourth quarter. Envestnet Asset Management Inc. now owns 29,141,751 shares of the company’s stock worth $5,189,563,000 after purchasing an additional 596,515 shares during the period. LPL Financial LLC boosted its holdings in iShares MSCI USA Quality Factor ETF by 14.5% in the 4th quarter. LPL Financial LLC now owns 16,867,820 shares of the company’s stock worth $3,003,821,000 after buying an additional 2,141,996 shares during the period. FMR LLC grew its stake in iShares MSCI USA Quality Factor ETF by 1.8% in the 4th quarter. FMR LLC now owns 16,141,300 shares of the company’s stock valued at $2,874,443,000 after buying an additional 292,539 shares in the last quarter. Bank of America Corp DE raised its holdings in iShares MSCI USA Quality Factor ETF by 1.5% during the 4th quarter. Bank of America Corp DE now owns 7,721,037 shares of the company’s stock valued at $1,374,962,000 after acquiring an additional 113,633 shares during the period. Finally, JPMorgan Chase & Co. lifted its position in shares of iShares MSCI USA Quality Factor ETF by 14.6% during the fourth quarter. JPMorgan Chase & Co. now owns 6,580,546 shares of the company’s stock worth $1,171,864,000 after acquiring an additional 837,887 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of BATS QUAL opened at $171.47 on Friday. The stock has a fifty day moving average of $168.10 and a 200-day moving average of $177.26. The stock has a market cap of $48.69 billion, a PE ratio of 25.45 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a fifty-two week low of $148.34 and a fifty-two week high of $187.26.

iShares MSCI USA Quality Factor ETF Company 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.