Wealthgarden F.S. LLC Sells 7,086 Shares of iShares MSCI USA Quality Factor ETF $QUAL

Wealthgarden F.S. LLC lowered its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 29.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 16,944 shares of the company’s stock after selling 7,086 shares during the period. iShares MSCI USA Quality Factor ETF makes up 2.3% of Wealthgarden F.S. LLC’s investment portfolio, making the stock its 9th biggest holding. Wealthgarden F.S. LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,452,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Cassilly Financial Group LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF in the 4th quarter worth approximately $1,348,000. MB Generational Wealth LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF in the 3rd quarter worth approximately $16,103,000. Coldstream Capital Management Inc. raised its position in shares of iShares MSCI USA Quality Factor ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock worth $203,164,000 after acquiring an additional 595,017 shares in the last quarter. Aspen Wealth Management LLC raised its position 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 worth $45,461,000 after acquiring an additional 5,878 shares in the last quarter. Finally, Liberty Wealth Management LLC raised its position in shares of iShares MSCI USA Quality Factor ETF by 2.0% in the 4th 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 in the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of BATS:QUAL opened at $213.14 on Friday. iShares MSCI USA Quality Factor ETF has a 52-week low of $175.20 and a 52-week high of $217.65. The firm has a market capitalization of $61.80 billion, a P/E ratio of 25.59 and a beta of 1.05. The stock has a 50 day moving average price of $206.13 and a 200-day moving average price of $202.13.

iShares MSCI USA Quality Factor ETF Company 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.