SWP Financial LLC Has $4.88 Million Holdings in iShares MSCI USA Quality Factor ETF $QUAL

SWP Financial LLC lessened its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 52.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,543 shares of the company’s stock after selling 27,400 shares during the quarter. iShares MSCI USA Quality Factor ETF accounts for approximately 2.4% of SWP Financial LLC’s investment portfolio, making the stock its 11th biggest holding. SWP Financial LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $4,875,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in QUAL. Hantz Financial Services Inc. acquired a new stake in iShares MSCI USA Quality Factor ETF in the 3rd quarter valued at $25,000. Financial Life Planners bought a new stake in iShares MSCI USA Quality Factor ETF during the 3rd quarter worth about $28,000. CoreFirst Bank & Trust acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the 2nd quarter worth about $33,000. First Horizon Corp acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the 3rd quarter worth about $36,000. Finally, Fortitude Family Office LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF in the 4th quarter valued at about $39,000.

iShares MSCI USA Quality Factor ETF Stock Performance

BATS:QUAL opened at $192.77 on Thursday. The stock’s 50-day simple moving average is $199.82 and its 200 day simple moving average is $197.94. The company has a market cap of $55.89 billion, a P/E ratio of 25.59 and a beta of 1.05. iShares MSCI USA Quality Factor ETF has a 52-week low of $148.34 and a 52-week high of $205.65.

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.