Triad Wealth Partners LLC Has $3.43 Million Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL

by · The Markets Daily

Triad Wealth Partners LLC cut its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 85.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,292 shares of the company’s stock after selling 99,835 shares during the period. Triad Wealth Partners LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,434,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of QUAL. Gallagher Fiduciary Advisors LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 13,080.9% during the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 2,481,960 shares of the company’s stock worth $453,752,000 after purchasing an additional 2,463,130 shares during the last quarter. Two Sigma Investments LP increased its stake in shares of iShares MSCI USA Quality Factor ETF by 99.7% during the 3rd quarter. Two Sigma Investments LP now owns 1,931,800 shares of the company’s stock worth $375,735,000 after purchasing an additional 964,500 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in shares of iShares MSCI USA Quality Factor ETF by 79.0% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,764,425 shares of the company’s stock worth $350,450,000 after purchasing an additional 778,465 shares during the last quarter. Coldstream Capital Management Inc. increased its stake in shares of iShares MSCI USA Quality Factor ETF by 132.4% during the 3rd quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock worth $203,164,000 after purchasing an additional 595,017 shares during the last quarter. Finally, Heck Capital Advisors LLC acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the 4th quarter worth about $81,990,000.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of QUAL opened at $200.25 on Friday. iShares MSCI USA Quality Factor ETF has a 52 week low of $156.13 and a 52 week high of $205.65. The firm has a market cap of $58.06 billion, a P/E ratio of 25.59 and a beta of 1.05. The firm’s 50-day simple moving average is $198.83 and its 200 day simple moving average is $198.05.

iShares MSCI USA Quality Factor ETF Company 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. QUAL was launched on Jul 18, 2013 and is managed by BlackRock.

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