iShares MSCI USA Quality Factor ETF $QUAL Holdings Boosted by Obermeyer Wealth Partners

Obermeyer Wealth Partners boosted its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 0.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 554,127 shares of the company’s stock after buying an additional 2,957 shares during the period. iShares MSCI USA Quality Factor ETF accounts for about 5.0% of Obermeyer Wealth Partners’ investment portfolio, making the stock its 2nd biggest holding. Obermeyer Wealth Partners’ holdings in iShares MSCI USA Quality Factor ETF were worth $107,778,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Keener Financial Planning LLC bought a new stake in iShares MSCI USA Quality Factor ETF during the second quarter valued at about $29,000. CoreFirst Bank & Trust bought a new position in shares of iShares MSCI USA Quality Factor ETF during the 2nd quarter worth approximately $33,000. First Horizon Corp acquired a new stake in iShares MSCI USA Quality Factor ETF in the third quarter valued at approximately $36,000. Phillips Financial Management LLC purchased a new position in iShares MSCI USA Quality Factor ETF in the third quarter worth $39,000. Finally, CX Institutional increased its position in shares of iShares MSCI USA Quality Factor ETF by 151.9% during the second quarter. CX Institutional now owns 204 shares of the company’s stock worth $37,000 after purchasing an additional 123 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

iShares MSCI USA Quality Factor ETF stock opened at $203.46 on Wednesday. iShares MSCI USA Quality Factor ETF has a 1-year low of $148.34 and a 1-year high of $187.26. The business has a fifty day moving average price of $198.02 and a 200-day moving average price of $192.64. The stock has a market capitalization of $58.99 billion, a price-to-earnings ratio of 25.59 and a beta of 1.05.

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. QUAL was launched on Jul 18, 2013 and is managed by BlackRock.