iShares MSCI USA Quality Factor ETF $QUAL is Liberty Wealth Management LLC’s 5th Largest Position

Liberty Wealth Management LLC grew its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 2.0% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 159,312 shares of the company’s stock after buying an additional 3,188 shares during the period. iShares MSCI USA Quality Factor ETF accounts for approximately 4.1% of Liberty Wealth Management LLC’s portfolio, making the stock its 5th largest position. Liberty Wealth Management LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $31,622,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Avantra Family Wealth Inc. acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the third quarter worth about $1,493,000. Dynasty Wealth Management LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 18.3% during the third quarter. Dynasty Wealth Management LLC now owns 582,095 shares of the company’s stock worth $113,218,000 after acquiring an additional 90,195 shares during the period. Cabot Wealth Management Inc. increased its stake in shares of iShares MSCI USA Quality Factor ETF by 8.7% during the third quarter. Cabot Wealth Management Inc. now owns 42,044 shares of the company’s stock worth $8,177,000 after acquiring an additional 3,369 shares during the period. Insight Inv LLC acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the third quarter worth about $1,016,000. Finally, Cassilly Financial Group LLC acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the fourth quarter worth about $1,348,000.

iShares MSCI USA Quality Factor ETF Stock Down 0.1%

Shares of iShares MSCI USA Quality Factor ETF stock opened at $210.39 on Wednesday. iShares MSCI USA Quality Factor ETF has a 52-week low of $173.00 and a 52-week high of $211.23. The company’s 50-day simple moving average is $200.32 and its 200-day simple moving average is $199.92. The firm has a market cap of $61.00 billion, a price-to-earnings ratio of 25.59 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. QUAL was launched on Jul 18, 2013 and is managed by BlackRock.