Emissary Wealth LLC Invests $11.15 Million in iShares MSCI USA Quality Factor ETF $QUAL

Emissary Wealth LLC purchased a new position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 56,117 shares of the company’s stock, valued at approximately $11,146,000. iShares MSCI USA Quality Factor ETF accounts for about 9.4% of Emissary Wealth LLC’s investment portfolio, making the stock its biggest position.

Several other institutional investors have also recently made changes to their positions in QUAL. Two Sigma Investments LP increased its stake in iShares MSCI USA Quality Factor ETF by 99.7% in the third quarter. Two Sigma Investments LP now owns 1,931,800 shares of the company’s stock valued at $375,735,000 after acquiring an additional 964,500 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in iShares MSCI USA Quality Factor ETF by 79.0% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,764,425 shares of the company’s stock valued at $350,450,000 after acquiring an additional 778,465 shares during the last quarter. Coldstream Capital Management Inc. increased its stake 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 valued at $203,164,000 after acquiring an additional 595,017 shares during the last quarter. Heck Capital Advisors LLC bought a new position in iShares MSCI USA Quality Factor ETF in the fourth quarter valued at $81,990,000. Finally, Orion Porfolio Solutions LLC increased its stake in iShares MSCI USA Quality Factor ETF by 298.3% in the second quarter. Orion Porfolio Solutions LLC now owns 542,767 shares of the company’s stock valued at $99,229,000 after acquiring an additional 406,488 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

QUAL opened at $206.92 on Monday. The stock has a market cap of $60.00 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 $156.13 and a 52 week high of $207.44. The business’s fifty day simple moving average is $198.98 and its 200 day simple moving average is $198.54.

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.