Triad Wealth Partners LLC Decreases Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Triad Wealth Partners LLC trimmed its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 35.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,108 shares of the company’s stock after selling 6,184 shares during the period. Triad Wealth Partners LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $2,131,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Founders Financial Securities LLC raised its position in iShares MSCI USA Quality Factor ETF by 5.6% in the first quarter. Founders Financial Securities LLC now owns 18,639 shares of the company’s stock worth $3,732,000 after acquiring an additional 988 shares during the period. Nations Financial Group Inc. IA ADV grew its position in shares of iShares MSCI USA Quality Factor ETF by 8.8% during the 1st quarter. Nations Financial Group Inc. IA ADV now owns 6,238 shares of the company’s stock valued at $1,197,000 after acquiring an additional 507 shares during the period. Brady Martz Wealth Solutions LLC grew its position in shares of iShares MSCI USA Quality Factor ETF by 17.5% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 9,491 shares of the company’s stock valued at $1,821,000 after acquiring an additional 1,416 shares during the period. Hsbc Holdings PLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 8.0% during the 4th quarter. Hsbc Holdings PLC now owns 37,378 shares of the company’s stock worth $7,424,000 after purchasing an additional 2,778 shares during the last quarter. Finally, Rockefeller Capital Management L.P. increased its stake in shares of iShares MSCI USA Quality Factor ETF by 36.1% during the 4th quarter. Rockefeller Capital Management L.P. now owns 396,165 shares of the company’s stock worth $78,687,000 after purchasing an additional 105,066 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

BATS:QUAL opened at $215.89 on Friday. The stock has a market capitalization of $62.60 billion, a PE ratio of 25.59 and a beta of 1.05. The firm’s 50 day moving average is $210.83 and its 200 day moving average is $203.64. iShares MSCI USA Quality Factor ETF has a 12 month low of $175.20 and a 12 month high of $219.82.

About iShares MSCI USA Quality Factor ETF

(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.

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

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