Perigon Wealth Management LLC Grows Stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Perigon Wealth Management LLC grew its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 12.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 145,705 shares of the company’s stock after purchasing an additional 15,742 shares during the period. iShares MSCI USA Quality Factor ETF makes up about 0.6% of Perigon Wealth Management LLC’s portfolio, making the stock its 27th biggest holding. Perigon Wealth Management LLC owned about 0.06% of iShares MSCI USA Quality Factor ETF worth $26,150,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Renaissance Technologies LLC acquired a new stake in iShares MSCI USA Quality Factor ETF in the second quarter worth about $1,161,000. Squarepoint Ops LLC boosted its stake in iShares MSCI USA Quality Factor ETF by 19.7% in the 2nd quarter. Squarepoint Ops LLC now owns 3,502 shares of the company’s stock worth $598,000 after purchasing an additional 576 shares in the last quarter. AQR Capital Management LLC grew its position in iShares MSCI USA Quality Factor ETF by 7.8% during the 2nd quarter. AQR Capital Management LLC now owns 2,602 shares of the company’s stock worth $444,000 after purchasing an additional 189 shares during the last quarter. SkyView Investment Advisors LLC acquired a new position in iShares MSCI USA Quality Factor ETF during the 2nd quarter valued at approximately $236,000. Finally, Creative Planning raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 4.4% in the second quarter. Creative Planning now owns 64,845 shares of the company’s stock worth $11,073,000 after buying an additional 2,754 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of QUAL opened at $182.51 on Tuesday. The company’s fifty day moving average price is $181.80 and its 200-day moving average price is $178.16. iShares MSCI USA Quality Factor ETF has a 1-year low of $71.96 and a 1-year high of $88.63. The firm has a market capitalization of $48.16 billion, a PE ratio of 23.03 and a beta of 1.03.

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.