Kellett Wealth Advisors LLC Takes Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Kellett Wealth Advisors LLC bought a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,020 shares of the company’s stock, valued at approximately $592,000.

A number of other large investors have also added to or reduced their stakes in the stock. Baystate Wealth Management LLC grew its position in iShares MSCI USA Quality Factor ETF by 1.2% during the fourth quarter. Baystate Wealth Management LLC now owns 169,324 shares of the company’s stock worth $24,914,000 after buying an additional 1,997 shares in the last quarter. Western Wealth Management LLC grew its position in iShares MSCI USA Quality Factor ETF by 6.8% during the third quarter. Western Wealth Management LLC now owns 34,205 shares of the company’s stock worth $4,508,000 after buying an additional 2,163 shares in the last quarter. Day & Ennis LLC lifted its stake in iShares MSCI USA Quality Factor ETF by 1.2% during the fourth quarter. Day & Ennis LLC now owns 75,901 shares of the company’s stock worth $11,168,000 after purchasing an additional 898 shares during the last quarter. MA Private Wealth lifted its stake in iShares MSCI USA Quality Factor ETF by 50.6% during the fourth quarter. MA Private Wealth now owns 272,596 shares of the company’s stock worth $40,110,000 after purchasing an additional 91,571 shares during the last quarter. Finally, US Bancorp DE lifted its stake in iShares MSCI USA Quality Factor ETF by 22.9% during the third quarter. US Bancorp DE now owns 480,752 shares of the company’s stock worth $63,358,000 after purchasing an additional 89,648 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Trading Down 0.2 %

BATS QUAL traded down $0.29 on Thursday, hitting $156.92. 1,849,217 shares of the company’s stock were exchanged. The stock has a 50-day moving average of $160.97 and a 200-day moving average of $148.60. iShares MSCI USA Quality Factor ETF has a 52 week low of $71.96 and a 52 week high of $88.63. The stock has a market cap of $41.06 billion, a price-to-earnings ratio of 23.32 and a beta of 1.04.

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.