iShares MSCI USA Quality Factor ETF (BATS:QUAL) Stake Cut by Ullmann Wealth Partners Group LLC

Ullmann Wealth Partners Group LLC lessened its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 3.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,027 shares of the company’s stock after selling 2,270 shares during the quarter. iShares MSCI USA Quality Factor ETF makes up 1.4% of Ullmann Wealth Partners Group LLC’s investment portfolio, making the stock its 15th largest holding. Ullmann Wealth Partners Group LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $10,512,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Signaturefd LLC increased its position in iShares MSCI USA Quality Factor ETF by 46.3% in the 3rd quarter. Signaturefd LLC now owns 717 shares of the company’s stock worth $129,000 after purchasing an additional 227 shares during the last quarter. Annandale Capital LLC grew its stake in shares of iShares MSCI USA Quality Factor ETF by 1.4% in the 2nd quarter. Annandale Capital LLC now owns 26,500 shares of the company’s stock valued at $4,525,000 after buying an additional 363 shares in the last quarter. AlTi Global Inc. increased its holdings in iShares MSCI USA Quality Factor ETF by 3.2% in the second quarter. AlTi Global Inc. now owns 30,297 shares of the company’s stock worth $5,174,000 after buying an additional 947 shares during the last quarter. CreativeOne Wealth LLC raised its position in iShares MSCI USA Quality Factor ETF by 43.4% during the third quarter. CreativeOne Wealth LLC now owns 252,618 shares of the company’s stock valued at $45,294,000 after acquiring an additional 76,472 shares in the last quarter. Finally, Mattson Financial Services LLC acquired a new stake in iShares MSCI USA Quality Factor ETF in the second quarter valued at approximately $2,135,000.

iShares MSCI USA Quality Factor ETF Stock Up 1.6 %

Shares of QUAL opened at $179.50 on Friday. The firm has a market cap of $47.37 billion, a price-to-earnings ratio of 23.03 and a beta of 1.03. The company’s fifty day moving average is $181.86 and its 200-day moving average is $177.67. iShares MSCI USA Quality Factor ETF has a 12 month low of $71.96 and a 12 month high of $88.63.

iShares MSCI USA Quality Factor ETF Company 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.