Tobias Financial Advisors Inc. Boosts Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Tobias Financial Advisors Inc. grew its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 103,800 shares of the company’s stock after buying an additional 2,865 shares during the period. iShares MSCI USA Quality Factor ETF makes up 2.9% of Tobias Financial Advisors Inc.’s holdings, making the stock its 10th biggest position. Tobias Financial Advisors Inc.’s holdings in iShares MSCI USA Quality Factor ETF were worth $20,617,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in QUAL. Coldstream Capital Management Inc. increased its position in shares of iShares MSCI USA Quality Factor ETF by 132.4% in the third 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 period. Cassilly Financial Group LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF in the fourth quarter worth $1,348,000. Aspen Wealth Management LLC increased its position in shares of iShares MSCI USA Quality Factor ETF by 2.6% in the fourth quarter. Aspen Wealth Management LLC now owns 228,882 shares of the company’s stock worth $45,461,000 after purchasing an additional 5,878 shares during the period. Liberty Wealth Management LLC increased its position in shares of iShares MSCI USA Quality Factor ETF by 2.0% in the fourth quarter. Liberty Wealth Management LLC now owns 159,312 shares of the company’s stock worth $31,622,000 after purchasing an additional 3,188 shares during the period. Finally, Keel Point LLC increased its position in shares of iShares MSCI USA Quality Factor ETF by 37.0% in the third quarter. Keel Point LLC now owns 13,818 shares of the company’s stock worth $2,688,000 after purchasing an additional 3,732 shares during the period.

iShares MSCI USA Quality Factor ETF Stock Performance

Shares of BATS QUAL opened at $216.91 on Monday. iShares MSCI USA Quality Factor ETF has a 52 week low of $175.20 and a 52 week high of $217.65. The stock has a market capitalization of $62.89 billion, a P/E ratio of 25.59 and a beta of 1.05. The stock’s fifty day moving average is $208.62 and its 200 day moving average is $203.01.

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.