iShares MSCI USA Quality Factor ETF $QUAL is Orgel Wealth Management LLC’s Largest Position

Orgel Wealth Management LLC increased its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 2.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,358,210 shares of the company’s stock after purchasing an additional 65,534 shares during the quarter. iShares MSCI USA Quality Factor ETF makes up approximately 14.0% of Orgel Wealth Management LLC’s portfolio, making the stock its biggest holding. Orgel Wealth Management LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $736,892,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of QUAL. Brighton Jones LLC lifted its position in shares of iShares MSCI USA Quality Factor ETF by 25.3% during the 4th 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 last quarter. Heck Capital Advisors LLC purchased a new stake in iShares MSCI USA Quality Factor ETF in the 4th quarter worth about $81,990,000. Bison Wealth LLC increased its holdings in iShares MSCI USA Quality Factor ETF by 21.6% in the 4th quarter. Bison Wealth LLC now owns 19,062 shares of the company’s stock worth $3,395,000 after acquiring an additional 3,383 shares during the last quarter. AQR Capital Management LLC raised its stake in iShares MSCI USA Quality Factor ETF by 45.5% in the 1st quarter. AQR Capital Management LLC now owns 19,681 shares of the company’s stock valued at $3,363,000 after acquiring an additional 6,152 shares during the period. Finally, Goldman Sachs Group Inc. raised its stake in iShares MSCI USA Quality Factor ETF by 88.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 132,198 shares of the company’s stock valued at $22,591,000 after acquiring an additional 62,219 shares during the period.

iShares MSCI USA Quality Factor ETF Stock Down 0.4%

BATS QUAL opened at $222.62 on Tuesday. The company has a market cap of $64.55 billion, a PE ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a 52 week low of $185.88 and a 52 week high of $227.32. The firm’s 50-day simple moving average is $220.42 and its two-hundred day simple moving average is $210.56.

iShares MSCI USA Quality Factor ETF Profile

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.