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

Baker Tilly 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
2021
Q1 		– Sell
-2,709
Closed -$301K – 471
2020
Q4 		$301K Buy
+2,709
New +$280K 0.09% 239

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Baker Tilly Wealth Management's SIZE Position: Q1 2021 in Review

Baker Tilly Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2021, closing a stake of 2,709 shares — an estimated $301K sold.

Baker Tilly Wealth Management first reported a position in SIZE in Q4 2020 and held it in 1 quarter. The position peaked at $301K in Q4 2020. 83 funds tracked by Wall St. Rank hold SIZE as of Q1 2021.

  • Baker Tilly Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,709 iShares MSCI USA Size Factor ETF shares in Q1 2021, an estimated $301K.
  • Baker Tilly Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and held it in 1 quarter.
  • Baker Tilly Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $301K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.