Keeler & Nadler Financial Planning & Wealth Management boosted its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 16.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 99,067 shares of the company’s stock after buying an additional 14,199 […]

Keeler & Nadler Financial Planning & Wealth Management lowered its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 9.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,248 shares of the company’s stock after selling 1,659 shares during the […]

Keeler & Nadler Financial Planning & Wealth Management lowered its stake in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Free Report) by 21.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,626 shares of the company’s […]

Keeler & Nadler Financial Planning & Wealth Management increased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 36.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,405 shares of the exchange traded fund’s stock […]

Pacific Sun Financial Corp trimmed its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 4.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,478 shares of the company’s stock after selling 159 shares during the quarter. […]

Keeler & Nadler Financial Planning & Wealth Management bought a new stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) in the third quarter, Holdings Channel reports. The fund bought 7,007 shares of the company’s stock, valued at approximately $280,000. Other hedge funds and other institutional investors have also recently modified their holdings […]