Van Hulzen Asset Management LLC Has $20.42 Million Stake in iShares MSCI USA Quality Factor ETF $QUAL

Van Hulzen Asset Management LLC decreased its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 10.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 102,795 shares of the company’s stock after selling 11,803 shares during the period. iShares MSCI USA Quality Factor ETF comprises 1.5% of Van Hulzen Asset Management LLC’s portfolio, making the stock its 17th largest holding. Van Hulzen Asset Management LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $20,417,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Cabot Wealth Management Inc. increased its holdings in shares of iShares MSCI USA Quality Factor ETF by 8.7% in the 3rd quarter. Cabot Wealth Management Inc. now owns 42,044 shares of the company’s stock valued at $8,177,000 after purchasing an additional 3,369 shares during the period. Cassilly Financial Group LLC acquired a new position in iShares MSCI USA Quality Factor ETF in the fourth quarter worth approximately $1,348,000. MB Generational Wealth LLC acquired a new position in iShares MSCI USA Quality Factor ETF in the third quarter worth approximately $16,103,000. Coldstream Capital Management Inc. increased its holdings in 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 buying an additional 595,017 shares during the last quarter. Finally, Aspen Wealth Management LLC increased its holdings in 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 buying an additional 5,878 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

BATS:QUAL opened at $212.74 on Friday. The stock’s 50 day moving average price is $201.67 and its 200 day moving average price is $200.60. iShares MSCI USA Quality Factor ETF has a 52 week low of $173.00 and a 52 week high of $213.33. The company has a market capitalization of $61.68 billion, a P/E ratio of 25.59 and a beta of 1.05.

iShares MSCI USA Quality Factor ETF Company 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.