Marshall & Sterling Wealth Advisors Inc. Has $854,000 Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Marshall & Sterling Wealth Advisors Inc. lessened its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 42.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,301 shares of the company’s stock after selling 3,171 shares during the quarter. Marshall & Sterling Wealth Advisors Inc.’s holdings in iShares MSCI USA Quality Factor ETF were worth $854,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Operose Advisors LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 66.0% during the 4th quarter. Operose Advisors LLC now owns 664 shares of the company’s stock worth $132,000 after purchasing an additional 264 shares during the last quarter. Rothschild Investment LLC increased its stake in shares of iShares MSCI USA Quality Factor ETF by 18.8% during the 4th quarter. Rothschild Investment LLC now owns 1,256 shares of the company’s stock worth $249,000 after purchasing an additional 199 shares during the last quarter. Houlihan Financial Resource Group Ltd. increased its stake in shares of iShares MSCI USA Quality Factor ETF by 170.9% during the 4th quarter. Houlihan Financial Resource Group Ltd. now owns 14,597 shares of the company’s stock worth $2,921,000 after purchasing an additional 9,209 shares during the last quarter. Baker Avenue Asset Management LP increased its stake in shares of iShares MSCI USA Quality Factor ETF by 0.8% during the 4th quarter. Baker Avenue Asset Management LP now owns 420,537 shares of the company’s stock worth $83,527,000 after purchasing an additional 3,163 shares during the last quarter. Finally, Godfrey Financial Associates Inc. acquired a new position in shares of iShares MSCI USA Quality Factor ETF during the 4th quarter worth $128,000.

iShares MSCI USA Quality Factor ETF Stock Up 0.3%

Shares of QUAL opened at $215.88 on Friday. The company’s fifty day moving average is $203.49 and its 200-day moving average is $201.33. iShares MSCI USA Quality Factor ETF has a 12 month low of $175.20 and a 12 month high of $216.32. The firm has a market cap of $62.59 billion, a price-to-earnings 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.