iShares MSCI USA Quality Factor ETF (BATS:QUAL) Position Raised by Theory Financial LLC

Theory Financial LLC boosted its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 2.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 56,551 shares of the company’s stock after purchasing an additional 1,117 shares during the period. iShares MSCI USA Quality Factor ETF comprises 4.2% of Theory Financial LLC’s portfolio, making the stock its 5th biggest holding. Theory Financial LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $10,071,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Curtis Advisory Group LLC increased its stake in iShares MSCI USA Quality Factor ETF by 4.1% in the 4th quarter. Curtis Advisory Group LLC now owns 8,886 shares of the company’s stock worth $1,582,000 after acquiring an additional 350 shares during the last quarter. FPC Investment Advisory Inc. boosted its holdings in iShares MSCI USA Quality Factor ETF by 1,014.3% during the 4th quarter. FPC Investment Advisory Inc. now owns 312 shares of the company’s stock valued at $57,000 after acquiring an additional 284 shares during the period. Sigma Planning Corp lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 4.6% in the 4th quarter. Sigma Planning Corp now owns 73,676 shares of the company’s stock worth $13,120,000 after buying an additional 3,222 shares during the period. Winebrenner Capital Management LLC purchased a new stake in shares of iShares MSCI USA Quality Factor ETF in the 4th quarter worth $424,000. Finally, Element Wealth LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 60.9% in the 4th quarter. Element Wealth LLC now owns 1,266 shares of the company’s stock worth $225,000 after buying an additional 479 shares during the period.

iShares MSCI USA Quality Factor ETF Trading Up 3.4 %

QUAL opened at $182.67 on Friday. The firm has a market cap of $48.21 billion, a price-to-earnings ratio of 23.03 and a beta of 1.03. iShares MSCI USA Quality Factor ETF has a 12 month low of $71.96 and a 12 month high of $88.63. The stock has a fifty day moving average price of $181.78 and a 200-day moving average price of $179.92.

About iShares MSCI USA Quality Factor ETF

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.