iShares MSCI USA Quality Factor ETF $QUAL Shares Sold by Panoramic Investment Advisors LLC

by · The Cerbat Gem

Panoramic Investment Advisors LLC lowered its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 45.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,820 shares of the company’s stock after selling 11,734 shares during the quarter. iShares MSCI USA Quality Factor ETF accounts for about 1.5% of Panoramic Investment Advisors LLC’s holdings, making the stock its 21st biggest position. Panoramic Investment Advisors LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $2,688,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Keener Financial Planning LLC acquired a new stake in shares of iShares MSCI USA Quality Factor ETF in the 2nd quarter worth approximately $29,000. CoreFirst Bank & Trust acquired a new stake in iShares MSCI USA Quality Factor ETF in the second quarter valued at $33,000. CX Institutional grew its holdings in iShares MSCI USA Quality Factor ETF by 151.9% in the second quarter. CX Institutional now owns 204 shares of the company’s stock valued at $37,000 after purchasing an additional 123 shares during the last quarter. Phillips Financial Management LLC purchased a new position in shares of iShares MSCI USA Quality Factor ETF in the third quarter valued at $39,000. Finally, Legacy Investment Solutions LLC acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the 2nd quarter worth $40,000.

iShares MSCI USA Quality Factor ETF Stock Up 15.5%

iShares MSCI USA Quality Factor ETF stock opened at $204.10 on Monday. The firm has a market capitalization of $59.18 billion, a PE ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a 52 week low of $148.34 and a 52 week high of $187.26. The firm’s 50-day simple moving average is $197.68 and its 200 day simple moving average is $192.32.

iShares MSCI USA Quality Factor ETF Company Profile

(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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