Lutz Financial Services LLC Boosts Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Lutz Financial Services LLC boosted its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 4.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 80,906 shares of the company’s stock after buying an additional 3,605 shares during the quarter. iShares MSCI USA Quality Factor ETF makes up approximately 1.0% of Lutz Financial Services LLC’s portfolio, making the stock its 27th largest holding. Lutz Financial Services LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $15,519,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. WealthBridge Capital Management LLC grew its stake in iShares MSCI USA Quality Factor ETF by 3.7% during the 4th quarter. WealthBridge Capital Management LLC now owns 1,395 shares of the company’s stock valued at $277,000 after acquiring an additional 50 shares in the last quarter. Empire Life Investments Inc. increased its position in shares of iShares MSCI USA Quality Factor ETF by 0.8% during the 4th quarter. Empire Life Investments Inc. now owns 6,150 shares of the company’s stock worth $1,222,000 after purchasing an additional 50 shares during the last quarter. Tompkins Financial Corp increased its position in shares of iShares MSCI USA Quality Factor ETF by 17.8% during the fourth quarter. Tompkins Financial Corp now owns 344 shares of the company’s stock valued at $68,000 after acquiring an additional 52 shares during the last quarter. Sunbelt Securities Inc. increased its holdings in iShares MSCI USA Quality Factor ETF by 1.4% in the 4th quarter. Sunbelt Securities Inc. now owns 3,641 shares of the company’s stock valued at $723,000 after purchasing an additional 52 shares during the last quarter. Finally, First Command Advisory Services Inc. grew its stake in shares of iShares MSCI USA Quality Factor ETF by 16.5% in the fourth quarter. First Command Advisory Services Inc. now owns 374 shares of the company’s stock valued at $74,000 after buying an additional 53 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of BATS:QUAL opened at $218.65 on Tuesday. The firm has a market capitalization of $63.40 billion, a PE ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a 1 year low of $181.55 and a 1 year high of $220.24. The firm’s 50-day moving average is $214.69 and its two-hundred day moving average is $205.71.

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.