Wells Financial Advisors INC Has $3.23 Million Stock Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Wells Financial Advisors INC boosted its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL) by 7.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,154 shares of the company’s stock after purchasing an additional 1,260 shares during the quarter. iShares MSCI USA Quality Factor ETF comprises about 4.4% of Wells Financial Advisors INC’s holdings, making the stock its 6th biggest position. Wells Financial Advisors INC’s holdings in iShares MSCI USA Quality Factor ETF were worth $3,233,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of the stock. Financial Life Planners bought a new stake in iShares MSCI USA Quality Factor ETF during the 4th quarter valued at $25,000. BankPlus Trust Department bought a new position in iShares MSCI USA Quality Factor ETF during the 4th quarter valued at $27,000. Rialto Wealth Management LLC purchased a new position in iShares MSCI USA Quality Factor ETF during the 4th quarter worth $32,000. CoreFirst Bank & Trust bought a new stake in shares of iShares MSCI USA Quality Factor ETF in the 4th quarter worth $32,000. Finally, Whittier Trust Co. raised its holdings in shares of iShares MSCI USA Quality Factor ETF by 63.1% in the fourth quarter. Whittier Trust Co. now owns 212 shares of the company’s stock valued at $38,000 after purchasing an additional 82 shares during the last quarter.

iShares MSCI USA Quality Factor ETF Stock Performance

iShares MSCI USA Quality Factor ETF stock opened at $174.73 on Wednesday. iShares MSCI USA Quality Factor ETF has a fifty-two week low of $154.17 and a fifty-two week high of $187.26. The firm’s 50-day simple moving average is $179.89 and its 200 day simple moving average is $180.33. The stock has a market cap of $49.60 billion, a PE ratio of 26.45 and a beta of 1.04.

About iShares MSCI USA Quality Factor ETF

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.