AE Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

AE Wealth Management’s Portfolio SIZE Stock Details SIZE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.88K	Hold
2025 Q1	$7.42K	Buy
2024 Q4	$7.42K	Buy
2021 Q1	–	Sell
2020 Q4	$945K	Buy
2020 Q3	–	Sell
2020 Q2	$1.96M	Buy
2020 Q1	$1.09M	Sell
2019 Q4	$4.06M	Buy
2019 Q3	$338K	Buy