Beacon Financial Advisory LLC Has $3.81 Million Stock Position in iShares MSCI USA Quality Factor ETF $QUAL

Beacon Financial Advisory LLC decreased its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 13.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,177 shares of the company’s stock after selling 3,025 shares during the period. iShares MSCI USA Quality Factor ETF comprises approximately 0.9% of Beacon Financial Advisory LLC’s holdings, making the stock its 20th largest holding. Beacon Financial Advisory LLC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,809,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. WealthBridge Capital Management LLC raised its holdings in iShares MSCI USA Quality Factor ETF by 3.7% in the 4th quarter. WealthBridge Capital Management LLC now owns 1,395 shares of the company’s stock valued at $277,000 after acquiring an additional 50 shares in the last quarter. Empire Life Investments Inc. raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 0.8% in the 4th quarter. Empire Life Investments Inc. now owns 6,150 shares of the company’s stock worth $1,222,000 after buying an additional 50 shares in the last quarter. Tompkins Financial Corp raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 17.8% in the 4th quarter. Tompkins Financial Corp now owns 344 shares of the company’s stock worth $68,000 after buying an additional 52 shares in the last quarter. First Command Advisory Services Inc. raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 16.5% in the 4th quarter. First Command Advisory Services Inc. now owns 374 shares of the company’s stock worth $74,000 after buying an additional 53 shares in the last quarter. Finally, Members Trust Co raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 4.3% in the 3rd quarter. Members Trust Co now owns 1,384 shares of the company’s stock worth $269,000 after buying an additional 57 shares in the last quarter.

iShares MSCI USA Quality Factor ETF Trading Up 1.1%

Shares of QUAL opened at $219.20 on Tuesday. iShares MSCI USA Quality Factor ETF has a 1 year low of $175.20 and a 1 year high of $219.82. The stock has a 50 day simple moving average of $209.14 and a 200-day simple moving average of $203.17. The stock has a market cap of $63.56 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.