iShares MSCI USA Quality Factor ETF (BATS:QUAL) Holdings Lowered by Falcon Wealth Planning

Falcon Wealth Planning lowered its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 10.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,309 shares of the company’s stock after selling 148 shares during the quarter. Falcon Wealth Planning’s holdings in iShares MSCI USA Quality Factor ETF were worth $233,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of QUAL. FMR LLC raised its stake in iShares MSCI USA Quality Factor ETF by 7.9% during the 3rd quarter. FMR LLC now owns 15,848,761 shares of the company’s stock valued at $2,841,683,000 after purchasing an additional 1,160,410 shares during the period. LPL Financial LLC grew its holdings in shares of iShares MSCI USA Quality Factor ETF by 6.9% during the third quarter. LPL Financial LLC now owns 14,725,824 shares of the company’s stock valued at $2,640,340,000 after buying an additional 950,857 shares in the last quarter. Sanctuary Advisors LLC acquired a new position in iShares MSCI USA Quality Factor ETF during the second quarter valued at $108,645,000. Orgel Wealth Management LLC lifted its stake in iShares MSCI USA Quality Factor ETF by 71.6% in the 3rd quarter. Orgel Wealth Management LLC now owns 1,236,792 shares of the company’s stock worth $221,757,000 after acquiring an additional 515,998 shares in the last quarter. Finally, Kestra Investment Management LLC acquired a new stake in iShares MSCI USA Quality Factor ETF during the 2nd quarter worth about $77,463,000.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of QUAL opened at $183.72 on Wednesday. The business’s 50-day moving average is $181.92 and its 200-day moving average is $178.30. The company has a market capitalization of $48.48 billion, a price-to-earnings ratio of 23.03 and a beta of 1.03. iShares MSCI USA Quality Factor ETF has a fifty-two week low of $71.96 and a fifty-two 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.