SlateStone Wealth LLC Purchases 7,155 Shares of iShares MSCI USA Quality Factor ETF $QUAL

SlateStone Wealth LLC lifted its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 194,888 shares of the company’s stock after purchasing an additional 7,155 shares during the quarter. iShares MSCI USA Quality Factor ETF accounts for 3.2% of SlateStone Wealth LLC’s investment portfolio, making the stock its 4th largest holding. SlateStone Wealth LLC owned 0.07% of iShares MSCI USA Quality Factor ETF worth $38,709,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of QUAL. Cassilly Financial Group LLC purchased a new stake in iShares MSCI USA Quality Factor ETF in the 4th quarter valued at $1,348,000. MB Generational Wealth LLC purchased a new stake in iShares MSCI USA Quality Factor ETF in the 3rd quarter valued at $16,103,000. Coldstream Capital Management Inc. raised its position in iShares MSCI USA Quality Factor ETF by 132.4% in the 3rd quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock valued at $203,164,000 after buying an additional 595,017 shares during the last quarter. Aspen Wealth Management LLC raised its position in iShares MSCI USA Quality Factor ETF by 2.6% in the 4th quarter. Aspen Wealth Management LLC now owns 228,882 shares of the company’s stock valued at $45,461,000 after buying an additional 5,878 shares during the last quarter. Finally, Liberty Wealth Management LLC raised its position in iShares MSCI USA Quality Factor ETF by 2.0% in the 4th quarter. Liberty Wealth Management LLC now owns 159,312 shares of the company’s stock valued at $31,622,000 after buying an additional 3,188 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Trading Up 0.8%

BATS QUAL opened at $217.33 on Friday. The firm has a market capitalization of $63.01 billion, a P/E ratio of 25.59 and a beta of 1.05. The business has a fifty day simple moving average of $205.75 and a 200 day simple moving average of $202.05. iShares MSCI USA Quality Factor ETF has a 12 month low of $175.20 and a 12 month high of $217.65.

About iShares MSCI USA Quality Factor ETF

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.