Bernardo Wealth Planning LLC Has $1.14 Million Stock Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Bernardo Wealth Planning LLC decreased its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 14.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,296 shares of the company’s stock after selling 1,068 shares during the quarter. Bernardo Wealth Planning LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $1,143,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of QUAL. Halpern Financial Inc. bought a new position in shares of iShares MSCI USA Quality Factor ETF during the third quarter worth about $26,000. MCF Advisors LLC acquired a new position in shares of iShares MSCI USA Quality Factor ETF in the 1st quarter worth approximately $37,000. Unique Wealth Strategies LLC acquired a new position in iShares MSCI USA Quality Factor ETF in the second quarter valued at $37,000. Opal Wealth Advisors LLC bought a new stake in iShares MSCI USA Quality Factor ETF during the second quarter valued at $41,000. Finally, City State Bank raised its position in shares of iShares MSCI USA Quality Factor ETF by 123.7% in the 1st quarter. City State Bank now owns 255 shares of the company’s stock worth $42,000 after acquiring an additional 141 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Price Performance

Shares of iShares MSCI USA Quality Factor ETF stock opened at $182.42 on Friday. The stock’s 50-day moving average is $177.09 and its 200 day moving average is $170.15. iShares MSCI USA Quality Factor ETF has a one year low of $71.96 and a one year high of $88.63. The firm has a market cap of $48.14 billion, a price-to-earnings ratio of 23.03 and a beta of 1.03.

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.