Falcon Wealth Planning Has $261,000 Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Falcon Wealth Planning trimmed its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 9.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,457 shares of the company’s stock after selling 152 shares during the period. Falcon Wealth Planning’s holdings in iShares MSCI USA Quality Factor ETF were worth $261,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of QUAL. Signaturefd LLC raised its position in shares of iShares MSCI USA Quality Factor ETF by 46.3% during the third quarter. Signaturefd LLC now owns 717 shares of the company’s stock worth $129,000 after purchasing an additional 227 shares during the period. Provident Investment Management Inc. lifted its stake in iShares MSCI USA Quality Factor ETF by 5.8% in the second quarter. Provident Investment Management Inc. now owns 11,142 shares of the company’s stock valued at $1,903,000 after buying an additional 614 shares in the last quarter. Annandale Capital LLC increased its position in shares of iShares MSCI USA Quality Factor ETF by 1.4% during the second quarter. Annandale Capital LLC now owns 26,500 shares of the company’s stock worth $4,525,000 after acquiring an additional 363 shares in the last quarter. Calamos Wealth Management LLC raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 26.8% during the second quarter. Calamos Wealth Management LLC now owns 1,727 shares of the company’s stock worth $295,000 after acquiring an additional 365 shares during the period. Finally, Crestwood Advisors Group LLC lifted its position in iShares MSCI USA Quality Factor ETF by 103.2% in the 2nd quarter. Crestwood Advisors Group LLC now owns 23,057 shares of the company’s stock valued at $3,937,000 after acquiring an additional 11,711 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

QUAL stock traded down $0.20 during trading hours on Tuesday, reaching $176.89. 820,471 shares of the stock were exchanged. The company has a market cap of $46.68 billion, a price-to-earnings ratio of 23.03 and a beta of 1.03. The firm’s 50-day moving average is $178.18 and its 200-day moving average is $171.69. iShares MSCI USA Quality Factor ETF has a 12 month low of $71.96 and a 12 month high of $88.63.

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.