Goldstein Advisors LLC Has $33.61 Million Stake in iShares MSCI USA Quality Factor ETF $QUAL

Goldstein Advisors LLC lessened its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 41.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 169,196 shares of the company’s stock after selling 118,868 shares during the quarter. iShares MSCI USA Quality Factor ETF accounts for approximately 3.8% of Goldstein Advisors LLC’s portfolio, making the stock its 5th largest position. Goldstein Advisors LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $33,606,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. WealthBridge Capital Management LLC increased its stake in iShares MSCI USA Quality Factor ETF by 3.7% during the 4th quarter. WealthBridge Capital Management LLC now owns 1,395 shares of the company’s stock valued at $277,000 after purchasing an additional 50 shares in the last quarter. Empire Life Investments Inc. increased its stake in iShares MSCI USA Quality Factor ETF by 0.8% during the 4th quarter. Empire Life Investments Inc. now owns 6,150 shares of the company’s stock valued at $1,222,000 after purchasing an additional 50 shares in the last quarter. Tompkins Financial Corp increased its stake in iShares MSCI USA Quality Factor ETF by 17.8% during the 4th quarter. Tompkins Financial Corp now owns 344 shares of the company’s stock valued at $68,000 after purchasing an additional 52 shares in the last quarter. Members Trust Co increased its stake in iShares MSCI USA Quality Factor ETF by 4.3% during the 3rd quarter. Members Trust Co now owns 1,384 shares of the company’s stock valued at $269,000 after purchasing an additional 57 shares in the last quarter. Finally, GAMMA Investing LLC increased its stake in iShares MSCI USA Quality Factor ETF by 3.5% during the 4th quarter. GAMMA Investing LLC now owns 1,716 shares of the company’s stock valued at $341,000 after purchasing an additional 58 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Trading Down 0.1%

Shares of QUAL stock opened at $215.63 on Thursday. The firm has a market capitalization of $62.52 billion, a PE ratio of 25.59 and a beta of 1.05. The firm has a fifty day simple moving average of $205.27 and a two-hundred day simple moving average of $201.89. iShares MSCI USA Quality Factor ETF has a 12 month low of $175.20 and a 12 month high of $216.44.

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.