MB Generational Wealth LLC Reduces Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

MB Generational Wealth LLC reduced its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 0.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 90,951 shares of the company’s stock after selling 146 shares during the period. iShares MSCI USA Quality Factor ETF accounts for about 11.7% of MB Generational Wealth LLC’s holdings, making the stock its 3rd biggest position. MB Generational Wealth LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $16,307,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Pettinga Financial Advisors LLC lifted its position in shares of iShares MSCI USA Quality Factor ETF by 2.0% during the third quarter. Pettinga Financial Advisors LLC now owns 168,275 shares of the company’s stock valued at $30,172,000 after purchasing an additional 3,366 shares in the last quarter. Claro Advisors LLC lifted its position in shares of iShares MSCI USA Quality Factor ETF by 10.6% during the third quarter. Claro Advisors LLC now owns 76,798 shares of the company’s stock valued at $13,770,000 after purchasing an additional 7,343 shares in the last quarter. Peterson Financial Group Inc. bought a new position in shares of iShares MSCI USA Quality Factor ETF during the third quarter valued at about $45,000. KPP Advisory Services LLC lifted its position in shares of iShares MSCI USA Quality Factor ETF by 31.7% during the third quarter. KPP Advisory Services LLC now owns 28,837 shares of the company’s stock valued at $5,170,000 after purchasing an additional 6,946 shares in the last quarter. Finally, Maxwell Wealth Strategies Inc. lifted its position in shares of iShares MSCI USA Quality Factor ETF by 8.6% during the third quarter. Maxwell Wealth Strategies Inc. now owns 32,286 shares of the company’s stock valued at $5,769,000 after purchasing an additional 2,545 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

QUAL opened at $179.56 on Monday. The company’s 50-day moving average is $179.50 and its 200 day moving average is $173.18. iShares MSCI USA Quality Factor ETF has a fifty-two week low of $71.96 and a fifty-two week high of $88.63. The firm has a market capitalization of $47.39 billion, a P/E ratio of 23.03 and a beta of 1.03.

iShares MSCI USA Quality Factor ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares MSCI USA Quality Factor ETF (BATS:QUAL)

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