Summit Wealth Partners LLC lowered its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 3.2% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 124,776 shares of the company’s stock after selling 4,094 shares during the quarter. iShares MSCI USA Quality Factor ETF comprises about 3.8% of Summit Wealth Partners LLC’s portfolio, making the stock its 3rd largest position. Summit Wealth Partners LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $23,933,000 at the end of the most recent reporting period.
Several other large investors have also added to or reduced their stakes in the company. Coldstream Capital Management Inc. raised its position in iShares MSCI USA Quality Factor ETF by 132.4% during the 3rd quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock worth $203,164,000 after buying an additional 595,017 shares during the last quarter. Cassilly Financial Group LLC purchased a new stake in shares of iShares MSCI USA Quality Factor ETF in the 4th quarter valued at $1,348,000. Aspen Wealth Management LLC boosted its holdings in shares of iShares MSCI USA Quality Factor ETF by 2.6% in the 4th quarter. Aspen Wealth Management LLC now owns 228,882 shares of the company’s stock valued at $45,461,000 after acquiring an additional 5,878 shares during the last quarter. Liberty Wealth Management LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 2.0% in the fourth quarter. Liberty Wealth Management LLC now owns 159,312 shares of the company’s stock worth $31,622,000 after acquiring an additional 3,188 shares during the period. Finally, Keel Point LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 37.0% in the third quarter. Keel Point LLC now owns 13,818 shares of the company’s stock worth $2,688,000 after acquiring an additional 3,732 shares during the period.
iShares MSCI USA Quality Factor ETF Price Performance
Shares of iShares MSCI USA Quality Factor ETF stock opened at $215.83 on Tuesday. The stock has a market cap of $62.58 billion, a PE ratio of 25.59 and a beta of 1.05. The firm has a fifty day moving average price of $211.14 and a 200 day moving average price of $203.81. iShares MSCI USA Quality Factor ETF has a 1 year low of $175.21 and a 1 year high of $219.82.
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. QUAL was launched on Jul 18, 2013 and is managed by BlackRock.
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