Boulder Wealth Advisors LLC Takes Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Boulder Wealth Advisors LLC acquired a new stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 127,121 shares of the company’s stock, valued at approximately $22,793,000. iShares MSCI USA Quality Factor ETF accounts for about 12.4% of Boulder Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. FMR LLC increased its holdings in iShares MSCI USA Quality Factor ETF by 7.9% in the 3rd quarter. FMR LLC now owns 15,848,761 shares of the company’s stock valued at $2,841,683,000 after acquiring an additional 1,160,410 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in iShares MSCI USA Quality Factor ETF by 3.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 28,038,014 shares of the company’s stock valued at $4,787,771,000 after acquiring an additional 999,735 shares during the last quarter. LPL Financial LLC increased its holdings in iShares MSCI USA Quality Factor ETF by 6.9% in the 3rd quarter. LPL Financial LLC now owns 14,725,824 shares of the company’s stock valued at $2,640,340,000 after acquiring an additional 950,857 shares during the last quarter. Ameriprise Financial Inc. increased its holdings in iShares MSCI USA Quality Factor ETF by 21.9% in the 2nd quarter. Ameriprise Financial Inc. now owns 4,808,994 shares of the company’s stock valued at $821,412,000 after acquiring an additional 863,219 shares during the last quarter. Finally, Liberty Wealth Management LLC increased its holdings in iShares MSCI USA Quality Factor ETF by 738.8% in the 2nd quarter. Liberty Wealth Management LLC now owns 779,144 shares of the company’s stock valued at $133,047,000 after acquiring an additional 686,255 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of BATS QUAL opened at $184.74 on Friday. The company has a market cap of $48.75 billion, a P/E ratio of 23.03 and a beta of 1.03. The firm’s fifty day moving average is $182.13 and its two-hundred day moving average is $175.90. iShares MSCI USA Quality Factor ETF has a 52-week low of $71.96 and a 52-week high of $88.63.

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.