Dakota Wealth Management Has $3.11 Million Stake in iShares MSCI USA Quality Factor ETF $QUAL

Dakota Wealth Management trimmed its position in iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report) by 0.4% in the second quarter, HoldingsChannel.com reports. The firm owned 17,027 shares of the company’s stock after selling 73 shares during the period. Dakota Wealth Management’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,113,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of the company. Octavia Wealth Advisors LLC raised its stake in shares of iShares MSCI USA Quality Factor ETF by 5.8% in the second quarter. Octavia Wealth Advisors LLC now owns 3,844 shares of the company’s stock valued at $703,000 after purchasing an additional 212 shares in the last quarter. Maridea Wealth Management LLC raised its stake in iShares MSCI USA Quality Factor ETF by 50.8% during the second quarter. Maridea Wealth Management LLC now owns 4,076 shares of the company’s stock worth $745,000 after acquiring an additional 1,373 shares in the last quarter. Leading Edge Financial Planning LLC raised its stake in iShares MSCI USA Quality Factor ETF by 9.0% during the second quarter. Leading Edge Financial Planning LLC now owns 1,460 shares of the company’s stock worth $267,000 after acquiring an additional 120 shares in the last quarter. Kennedy Investment Group acquired a new position in iShares MSCI USA Quality Factor ETF during the second quarter worth $457,000. Finally, Motive Wealth Advisors raised its stake in iShares MSCI USA Quality Factor ETF by 13.3% during the second quarter. Motive Wealth Advisors now owns 76,500 shares of the company’s stock worth $13,986,000 after acquiring an additional 8,986 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

iShares MSCI USA Quality Factor ETF stock opened at $191.34 on Friday. The stock has a fifty day moving average price of $188.17 and a two-hundred day moving average price of $178.66. iShares MSCI USA Quality Factor ETF has a 52-week low of $148.34 and a 52-week high of $187.26. The firm has a market capitalization of $55.48 billion, a P/E ratio of 25.59 and a beta of 1.05.

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.

See Also

Want to see what other hedge funds are holding QUAL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Quality Factor ETF (BATS:QUALFree Report).

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

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