Bogart Wealth LLC Trims Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Bogart Wealth LLC decreased its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 98.8% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 5,108 shares of the company’s stock after selling 407,784 shares during the period. Bogart Wealth LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $993,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in QUAL. Gallagher Fiduciary Advisors LLC increased its position in shares of iShares MSCI USA Quality Factor ETF by 13,080.9% during the second quarter. Gallagher Fiduciary Advisors LLC now owns 2,481,960 shares of the company’s stock valued at $453,752,000 after buying an additional 2,463,130 shares during the period. Soundwatch Capital LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 72,284.9% in the second quarter. Soundwatch Capital LLC now owns 2,437,924 shares of the company’s stock valued at $445,701,000 after acquiring an additional 2,434,556 shares during the period. Symphony Financial Ltd. Co. boosted its position in shares of iShares MSCI USA Quality Factor ETF by 4,818.8% in the second quarter. Symphony Financial Ltd. Co. now owns 1,716,464 shares of the company’s stock valued at $313,849,000 after acquiring an additional 1,681,568 shares during the period. Charles Schwab Investment Management Inc. purchased a new position in iShares MSCI USA Quality Factor ETF during the second quarter valued at approximately $305,974,000. Finally, Orgel Wealth Management LLC increased its holdings in iShares MSCI USA Quality Factor ETF by 56.8% during the 2nd quarter. Orgel Wealth Management LLC now owns 2,954,525 shares of the company’s stock worth $540,146,000 after acquiring an additional 1,070,608 shares during the period.

iShares MSCI USA Quality Factor ETF Price Performance

BATS QUAL opened at $203.46 on Wednesday. The company’s 50 day simple moving average is $198.02 and its two-hundred day simple moving average is $192.64. iShares MSCI USA Quality Factor ETF has a 1 year low of $148.34 and a 1 year high of $187.26. The stock has a market capitalization of $58.99 billion, a PE 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.