Marshall & Sterling Wealth Advisors Inc. Takes $1.80 Million Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Marshall & Sterling Wealth Advisors Inc. bought a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 10,123 shares of the company’s stock, valued at approximately $1,803,000. iShares MSCI USA Quality Factor ETF accounts for about 1.2% of Marshall & Sterling Wealth Advisors Inc.’s portfolio, making the stock its 20th biggest position.

Several other hedge funds have also recently added to or reduced their stakes in the business. Howe & Rusling Inc. grew its holdings in shares of iShares MSCI USA Quality Factor ETF by 7.6% in the 4th quarter. Howe & Rusling Inc. now owns 776 shares of the company’s stock worth $138,000 after purchasing an additional 55 shares during the last quarter. Rosenberg Matthew Hamilton grew its stake in iShares MSCI USA Quality Factor ETF by 5.0% during the fourth quarter. Rosenberg Matthew Hamilton now owns 1,241 shares of the company’s stock worth $221,000 after buying an additional 59 shares during the last quarter. Bristlecone Advisors LLC grew its stake in iShares MSCI USA Quality Factor ETF by 0.3% during the fourth quarter. Bristlecone Advisors LLC now owns 17,214 shares of the company’s stock worth $3,065,000 after buying an additional 59 shares during the last quarter. Tucker Asset Management LLC increased its holdings in shares of iShares MSCI USA Quality Factor ETF by 11.5% during the fourth quarter. Tucker Asset Management LLC now owns 629 shares of the company’s stock worth $112,000 after buying an additional 65 shares in the last quarter. Finally, Sheridan Capital Management LLC raised its stake in shares of iShares MSCI USA Quality Factor ETF by 0.6% in the fourth quarter. Sheridan Capital Management LLC now owns 11,532 shares of the company’s stock valued at $2,054,000 after acquiring an additional 66 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

BATS QUAL opened at $167.88 on Friday. The stock’s 50 day simple moving average is $170.28 and its 200 day simple moving average is $177.96. iShares MSCI USA Quality Factor ETF has a one year low of $148.34 and a one year high of $187.26. The firm has a market cap of $47.67 billion, a PE ratio of 25.45 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.