AssetMark Inc
SIZE icon

AssetMark Inc’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

AssetMark Inc’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
2020
Q1 		– Sell
-310
Closed -$30K – 1519
2019
Q4 		$30K Buy
+310
New +$29K ﹤0.01% 853

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PAS
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ECM
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AssetMark Inc's SIZE Position: Q1 2020 in Review

AssetMark Inc sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2020, closing a stake of 310 shares — an estimated $30K sold.

AssetMark Inc first reported a position in SIZE in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • AssetMark Inc reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • AssetMark Inc sold 310 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $30K.
  • AssetMark Inc first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • AssetMark Inc's iShares MSCI USA Size Factor ETF position peaked at $30K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

Based on AssetMark Inc's 13F filing for Q1 2020, filed 12 May 2020.