BWP
SIZE icon

Bernardo Wealth Planning’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Bernardo Wealth Planning’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
Q2 		– Sell
-14,343
Closed -$1.02M – 147
2020
Q1 		$1.02M Buy
+14,343
New +$1.29M 0.71% 37

Other funds holding SIZE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bernardo Wealth Planning's SIZE Position: Q2 2020 in Review

Bernardo Wealth Planning sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 14,343 shares — an estimated $1.02M sold.

Bernardo Wealth Planning first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $1.02M in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Bernardo Wealth Planning reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 14,343 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $1.02M.
  • Bernardo Wealth Planning first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
  • Bernardo Wealth Planning's iShares MSCI USA Size Factor ETF position peaked at $1.02M in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Bernardo Wealth Planning's 13F filing for Q2 2020, filed 3 Aug 2020.