Wells Financial Advisors INC Has $3.13 Million Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Wells Financial Advisors INC reduced its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 4.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,093 shares of the company’s stock after selling 886 shares during the period. iShares MSCI USA Quality Factor ETF makes up about 4.3% of Wells Financial Advisors INC’s holdings, making the stock its 7th largest holding. Wells Financial Advisors INC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,125,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in QUAL. Brighton Jones LLC boosted its stake in iShares MSCI USA Quality Factor ETF by 25.3% during the fourth quarter. Brighton Jones LLC now owns 10,028 shares of the company’s stock valued at $1,786,000 after buying an additional 2,023 shares during the period. Heck Capital Advisors LLC bought a new stake in iShares MSCI USA Quality Factor ETF during the fourth quarter valued at $81,990,000. Bison Wealth LLC raised its position in iShares MSCI USA Quality Factor ETF by 21.6% during the fourth quarter. Bison Wealth LLC now owns 19,062 shares of the company’s stock valued at $3,395,000 after purchasing an additional 3,383 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in iShares MSCI USA Quality Factor ETF by 4.9% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 334,343 shares of the company’s stock worth $57,136,000 after purchasing an additional 15,595 shares during the last quarter. Finally, Opal Wealth Advisors LLC bought a new stake in iShares MSCI USA Quality Factor ETF during the first quarter worth about $73,000.

iShares MSCI USA Quality Factor ETF Stock Up 8.1%

Shares of QUAL stock opened at $190.99 on Monday. The firm has a market cap of $55.38 billion, a P/E ratio of 25.59 and a beta of 1.05. The business has a 50-day moving average price of $190.33 and a two-hundred day moving average price of $180.45. iShares MSCI USA Quality Factor ETF has a 12-month low of $148.34 and a 12-month high of $187.26.

About iShares MSCI USA Quality Factor ETF

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.