iShares Edge MSCI USA Quality Factor ETF

Founding Date
Parent Entity

The iShares Edge MSCI USA Quality Factor ETF seeks to track the investment results of an index composed of US large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. QUAL selects large- and mid-cap U.S. stocks based on quality factors identified through three fundamental variables: return on equity, earnings variability and debt-to-equity. The Fund holds a diverse collection of stocks with strong balance sheets and stable earnings growth that should deliver better long-term risk-adjusted performance. It is also priced competitively with other single-factor funds that invest in U.S. equities.

iShares Edge MSCI USA Quality Factor ETF Top Holdings

  • Microsoft Corporation MSFT                 4.27

  • Apple Inc AAPL                         3.91

  • Mastercard Incorporated - Ordinary Shares - Class A MA 3.14

  • Coca-Cola Co KO                         3.12

  • Facebook Inc - Ordinary Shares - Class A FB 3.04

  • Visa Inc - Ordinary Shares - Class A V         2.89

  • Nike, Inc. - Ordinary Shares - Class B NKE         2.84

  • Booking Holdings Inc BKNG                 2.79

  • Blackrock Inc. BLK                         2.61

  • Johnson & Johnson JNJ                         2.48

As of 04/07/2021

QUAL Sector Allocation

As of 04/07/2021