Shared Vision Wealth Group LLC Sells 10,933 Shares of iShares MSCI USA Quality Factor ETF $QUAL

Shared Vision Wealth Group LLC lowered its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 30.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 24,903 shares of the company’s stock after selling 10,933 shares during the period. iShares MSCI USA Quality Factor ETF accounts for about 2.1% of Shared Vision Wealth Group LLC’s holdings, making the stock its 14th biggest position. Shared Vision Wealth Group LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $5,074,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Two Sigma Investments LP lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 99.7% in the third quarter. Two Sigma Investments LP now owns 1,931,800 shares of the company’s stock valued at $375,735,000 after purchasing an additional 964,500 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 403.0% in the fourth quarter. Goldman Sachs Group Inc. now owns 1,107,669 shares of the company’s stock valued at $220,005,000 after purchasing an additional 887,478 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 79.0% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 1,764,425 shares of the company’s stock valued at $350,450,000 after purchasing an additional 778,465 shares in the last quarter. Coldstream Capital Management Inc. lifted its holdings in shares of iShares MSCI USA Quality Factor ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 1,044,546 shares of the company’s stock valued at $203,164,000 after purchasing an additional 595,017 shares in the last quarter. Finally, Heck Capital Advisors LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF in the fourth quarter valued at approximately $81,990,000.

iShares MSCI USA Quality Factor ETF Stock Down 1.9%

QUAL stock opened at $213.14 on Friday. iShares MSCI USA Quality Factor ETF has a twelve month low of $175.20 and a twelve month high of $217.65. The stock’s 50 day moving average is $206.13 and its 200-day moving average is $202.13. The firm has a market capitalization of $61.80 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.