iShares MSCI USA Quality Factor ETF $QUAL is Watershed Private Wealth LLC’s 5th Largest Position
by Renee Jackson · The Cerbat GemWatershed Private Wealth LLC lessened its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 11.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 74,264 shares of the company’s stock after selling 9,467 shares during the quarter. iShares MSCI USA Quality Factor ETF comprises 4.6% of Watershed Private Wealth LLC’s portfolio, making the stock its 5th largest position. Watershed Private Wealth LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $14,444,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in the business. Walkner Condon Financial Advisors LLC purchased a new stake in shares of iShares MSCI USA Quality Factor ETF in the 2nd quarter worth approximately $213,000. Coordinated Financial Services Inc. bought a new stake in iShares MSCI USA Quality Factor ETF in the second quarter worth $980,000. Wealthcare Advisory Partners LLC increased its holdings in shares of iShares MSCI USA Quality Factor ETF by 6.3% during the second quarter. Wealthcare Advisory Partners LLC now owns 60,750 shares of the company’s stock valued at $11,106,000 after acquiring an additional 3,611 shares in the last quarter. Etesian Wealth Advisors Inc. increased its holdings in shares of iShares MSCI USA Quality Factor ETF by 9.9% during the second quarter. Etesian Wealth Advisors Inc. now owns 4,648 shares of the company’s stock valued at $850,000 after acquiring an additional 417 shares in the last quarter. Finally, Sage Advisory Services Ltd.Co. raised its position in shares of iShares MSCI USA Quality Factor ETF by 1.7% in the 2nd quarter. Sage Advisory Services Ltd.Co. now owns 38,317 shares of the company’s stock worth $7,005,000 after purchasing an additional 638 shares during the last quarter.
iShares MSCI USA Quality Factor ETF Price Performance
Shares of iShares MSCI USA Quality Factor ETF stock opened at $198.73 on Friday. iShares MSCI USA Quality Factor ETF has a 1 year low of $148.34 and a 1 year high of $187.26. The firm’s 50-day moving average is $197.17 and its 200 day moving average is $191.11. The stock has a market cap of $57.62 billion, a price-to-earnings ratio of 25.59 and a beta of 1.05.
About iShares MSCI USA Quality Factor ETF
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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