Compound Planning Inc. Has $6.04 Million Holdings in iShares MSCI USA Quality Factor ETF $QUAL

Compound Planning Inc. decreased its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 15.6% in the 3rd quarter, Holdings Channel reports. The fund owned 31,067 shares of the company’s stock after selling 5,751 shares during the quarter. Compound Planning Inc.’s holdings in iShares MSCI USA Quality Factor ETF were worth $6,043,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Gallagher Fiduciary Advisors LLC increased its holdings in iShares MSCI USA Quality Factor ETF by 13,080.9% during the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 2,481,960 shares of the company’s stock worth $453,752,000 after purchasing an additional 2,463,130 shares in the last quarter. Soundwatch Capital LLC boosted its position in shares of iShares MSCI USA Quality Factor ETF by 72,284.9% during the second quarter. Soundwatch Capital LLC now owns 2,437,924 shares of the company’s stock worth $445,701,000 after buying an additional 2,434,556 shares during the period. Symphony Financial Ltd. Co. grew its holdings in shares of iShares MSCI USA Quality Factor ETF by 4,818.8% during the second quarter. Symphony Financial Ltd. Co. now owns 1,716,464 shares of the company’s stock worth $313,849,000 after buying an additional 1,681,568 shares in the last quarter. Charles Schwab Investment Management Inc. bought a new position in shares of iShares MSCI USA Quality Factor ETF during the second quarter worth about $305,974,000. Finally, Cerity Partners LLC raised its position in iShares MSCI USA Quality Factor ETF by 39.6% in the 2nd quarter. Cerity Partners LLC now owns 3,755,880 shares of the company’s stock valued at $686,910,000 after buying an additional 1,065,946 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

BATS QUAL opened at $202.26 on Tuesday. iShares MSCI USA Quality Factor ETF has a 52 week low of $148.34 and a 52 week high of $205.48. The stock’s 50 day moving average price is $201.83 and its two-hundred day moving average price is $196.36. The stock has a market capitalization of $58.65 billion, a price-to-earnings ratio of 25.59 and a beta of 1.05.

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.