Compound Planning Inc. Has $6.04 Million Stake in iShares MSCI USA Quality Factor ETF $QUAL

Compound Planning Inc. lowered its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 15.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 31,067 shares of the company’s stock after selling 5,751 shares during the period. Compound Planning Inc.’s holdings in iShares MSCI USA Quality Factor ETF were worth $6,043,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Hantz Financial Services Inc. acquired a new position in iShares MSCI USA Quality Factor ETF during the third quarter valued at approximately $25,000. CoreFirst Bank & Trust bought a new position in shares of iShares MSCI USA Quality Factor ETF during the second quarter worth $33,000. First Horizon Corp acquired a new position in shares of iShares MSCI USA Quality Factor ETF in the 3rd quarter valued at $36,000. Phillips Financial Management LLC acquired a new position in shares of iShares MSCI USA Quality Factor ETF in the 3rd quarter valued at $39,000. Finally, Legacy Investment Solutions LLC bought a new stake in shares of iShares MSCI USA Quality Factor ETF in the 2nd quarter valued at $40,000.

iShares MSCI USA Quality Factor ETF Trading Down 1.0%

QUAL stock opened at $202.26 on Tuesday. iShares MSCI USA Quality Factor ETF has a 1-year low of $148.34 and a 1-year high of $205.48. The firm has a market cap of $58.65 billion, a PE ratio of 25.59 and a beta of 1.05. The business’s 50-day moving average price is $201.83 and its two-hundred day moving average price is $196.36.

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.