Capital Advisors Ltd. LLC Raises Stock Position in iShares MSCI USA Quality Factor ETF $QUAL

Capital Advisors Ltd. LLC raised its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 1.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 168,053 shares of the company’s stock after buying an additional 2,833 shares during the period. iShares MSCI USA Quality Factor ETF comprises about 3.7% of Capital Advisors Ltd. LLC’s investment portfolio, making the stock its 3rd biggest position. Capital Advisors Ltd. LLC owned 0.06% of iShares MSCI USA Quality Factor ETF worth $33,379,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. MML Investors Services LLC increased its holdings in shares of iShares MSCI USA Quality Factor ETF by 1.3% in the second quarter. MML Investors Services LLC now owns 3,454,291 shares of the company’s stock worth $631,514,000 after buying an additional 44,285 shares during the period. Orgel Wealth Management LLC lifted its stake in shares of iShares MSCI USA Quality Factor ETF by 1.5% in the 4th quarter. Orgel Wealth Management LLC now owns 3,050,553 shares of the company’s stock valued at $605,901,000 after acquiring an additional 44,952 shares during the last quarter. Blue Trust Inc. lifted its stake in shares of iShares MSCI USA Quality Factor ETF by 2.9% in the 3rd quarter. Blue Trust Inc. now owns 2,737,919 shares of the company’s stock valued at $532,525,000 after acquiring an additional 76,969 shares during the last quarter. Facet Wealth Inc. lifted its stake in shares of iShares MSCI USA Quality Factor ETF by 5.0% in the 3rd quarter. Facet Wealth Inc. now owns 2,628,686 shares of the company’s stock valued at $511,279,000 after acquiring an additional 125,483 shares during the last quarter. Finally, Gallagher Fiduciary Advisors LLC lifted its stake in shares of iShares MSCI USA Quality Factor ETF by 13,080.9% in the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 2,481,960 shares of the company’s stock valued at $453,752,000 after acquiring an additional 2,463,130 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Trading Up 0.5%

BATS QUAL opened at $194.03 on Tuesday. iShares MSCI USA Quality Factor ETF has a 1-year low of $148.34 and a 1-year high of $205.65. The stock has a 50-day moving average of $199.25 and a 200-day moving average of $198.03. The firm has a market cap of $56.26 billion, a PE ratio of 25.59 and a beta of 1.05.

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.