Everpar Advisors LLC Lowers Position in iShares MSCI USA Quality Factor ETF $QUAL

Everpar Advisors LLC trimmed its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 47.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,505 shares of the company’s stock after selling 6,721 shares during the quarter. Everpar Advisors LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $1,491,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Avantra Family Wealth Inc. bought a new position in shares of iShares MSCI USA Quality Factor ETF in the 3rd quarter worth $1,493,000. Dynasty Wealth Management LLC lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 18.3% during the 3rd quarter. Dynasty Wealth Management LLC now owns 582,095 shares of the company’s stock worth $113,218,000 after acquiring an additional 90,195 shares during the last quarter. Cabot Wealth Management Inc. lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 8.7% during the 3rd quarter. Cabot Wealth Management Inc. now owns 42,044 shares of the company’s stock worth $8,177,000 after acquiring an additional 3,369 shares during the last quarter. Insight Inv LLC purchased a new position in iShares MSCI USA Quality Factor ETF in the third quarter worth $1,016,000. Finally, CGC Financial Services LLC grew its position in iShares MSCI USA Quality Factor ETF by 846.1% in the third quarter. CGC Financial Services LLC now owns 149,619 shares of the company’s stock worth $29,101,000 after acquiring an additional 133,804 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Stock Down 1.2%

QUAL opened at $191.89 on Friday. The business’s fifty day simple moving average is $201.66 and its 200 day simple moving average is $197.80. iShares MSCI USA Quality Factor ETF has a 52 week low of $148.34 and a 52 week high of $205.65. The stock has a market cap of $55.64 billion, a PE ratio of 25.59 and a beta of 1.05.

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.