Arkos Global Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Arkos Global Advisors’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
2024 Q4	–	Sell	-1,397	Closed	-$208K	–	137
2024 Q3	$208K	Buy	+1,397	New	+$199K	0.03%	124
2023 Q3	–	Sell	-1,647	Closed	-$202K	–	109
2023 Q2	$202K	Buy	+1,647	New	+$193K	0.04%	100
2022 Q2	–	Sell	-1,647	Closed	-$215K	–	99
2022 Q1	$215K	Hold	1,647	–	–	0.06%	90
2021 Q4	$226K	Hold	1,647	–	–	0.07%	84
2021 Q3	$210K	Hold	1,647	–	–	0.07%	80
2021 Q2	$213K	Buy	+1,647	New	+$208K	0.07%	81

Other funds holding SIZE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arkos Global Advisors's SIZE Position: Q4 2024 in Review

Arkos Global Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2024, closing a stake of 1,397 shares — an estimated $208K sold.

Arkos Global Advisors first reported a position in SIZE in Q2 2021 and held it in 6 quarters. The position peaked at $226K in Q4 2021. 66 funds tracked by Wall St. Rank hold SIZE as of Q4 2024.

Arkos Global Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2024 after selling out during the quarter.
Arkos Global Advisors sold 1,397 iShares MSCI USA Size Factor ETF shares in Q4 2024, an estimated $208K.
Arkos Global Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q2 2021 and held it in 6 quarters.
Arkos Global Advisors's iShares MSCI USA Size Factor ETF position peaked at $226K in Q4 2021.
66 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2024.

Based on Arkos Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.