iShares MSCI USA Quality Factor ETF (BATS:QUAL) is Shepherd Financial Partners LLC’s 5th Largest Position

Shepherd Financial Partners LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 1,446.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 215,280 shares of the company’s stock after purchasing an additional 201,363 shares during the period. iShares MSCI USA Quality Factor ETF accounts for approximately 4.3% of Shepherd Financial Partners LLC’s portfolio, making the stock its 5th biggest position. Shepherd Financial Partners LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $36,789,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Tennessee Valley Asset Management Partners lifted its stake in iShares MSCI USA Quality Factor ETF by 4.7% in the first quarter. Tennessee Valley Asset Management Partners now owns 49,378 shares of the company’s stock valued at $8,438,000 after acquiring an additional 2,199 shares during the last quarter. Halbert Hargrove Global Advisors LLC raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 40.4% during the 1st quarter. Halbert Hargrove Global Advisors LLC now owns 619 shares of the company’s stock valued at $106,000 after purchasing an additional 178 shares in the last quarter. Robertson Stephens Wealth Management LLC raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 0.8% during the 1st quarter. Robertson Stephens Wealth Management LLC now owns 36,299 shares of the company’s stock valued at $6,203,000 after purchasing an additional 289 shares in the last quarter. BCU Wealth Advisors LLC lifted its stake in shares of iShares MSCI USA Quality Factor ETF by 18.4% in the 1st quarter. BCU Wealth Advisors LLC now owns 15,258 shares of the company’s stock valued at $2,607,000 after purchasing an additional 2,370 shares during the last quarter. Finally, Inscription Capital LLC bought a new stake in iShares MSCI USA Quality Factor ETF in the first quarter worth $5,435,000.

iShares MSCI USA Quality Factor ETF Price Performance

iShares MSCI USA Quality Factor ETF stock opened at $177.80 on Wednesday. iShares MSCI USA Quality Factor ETF has a one year low of $148.34 and a one year high of $187.26. The company’s fifty day moving average price is $172.66 and its two-hundred day moving average price is $176.54. The company has a market capitalization of $51.32 billion, a price-to-earnings ratio of 25.81 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.