iShares MSCI USA Quality Factor ETF (BATS:QUAL) is Wells Financial Advisors INC’s 6th Largest Position

Wells Financial Advisors INC lifted its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 7.5% in the 4th quarter, Holdings Channel reports. The fund owned 18,154 shares of the company’s stock after buying an additional 1,260 shares during the quarter. iShares MSCI USA Quality Factor ETF accounts for approximately 4.4% of Wells Financial Advisors INC’s holdings, making the stock its 6th largest position. Wells Financial Advisors INC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,233,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in QUAL. Financial Life Planners bought a new stake in shares of iShares MSCI USA Quality Factor ETF during the 4th quarter valued at $25,000. BankPlus Trust Department bought a new stake in shares of iShares MSCI USA Quality Factor ETF during the fourth quarter valued at about $27,000. Rialto Wealth Management LLC purchased a new stake in shares of iShares MSCI USA Quality Factor ETF in the fourth quarter worth about $32,000. CoreFirst Bank & Trust bought a new position in shares of iShares MSCI USA Quality Factor ETF in the fourth quarter valued at approximately $32,000. Finally, Whittier Trust Co. grew its stake in iShares MSCI USA Quality Factor ETF by 63.1% during the fourth quarter. Whittier Trust Co. now owns 212 shares of the company’s stock valued at $38,000 after acquiring an additional 82 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

BATS QUAL opened at $174.73 on Wednesday. The company’s 50 day simple moving average is $179.89 and its two-hundred day simple moving average is $180.33. iShares MSCI USA Quality Factor ETF has a 1 year low of $154.17 and a 1 year high of $187.26. The stock has a market capitalization of $49.60 billion, a PE ratio of 26.45 and a beta of 1.04.

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.