BCP
SIZE icon

Blackhawk Capital Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Blackhawk Capital Partners’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
Q3 		– Sell
-2,471
Closed -$297K – 112
2021
Q2 		$297K Sell
2,471
-9,499
-79% -$1.2M 0.2% 82
2021
Q1 		$1.33M Buy
+11,970
New +$1.39M 1% 34

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Blackhawk Capital Partners's SIZE Position: Q3 2021 in Review

Blackhawk Capital Partners sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2021, closing a stake of 2,471 shares — an estimated $297K sold.

Blackhawk Capital Partners first reported a position in SIZE in Q1 2021 and held it in 2 quarters. The position peaked at $1.33M in Q1 2021. 78 funds tracked by Wall St. Rank hold SIZE as of Q3 2021.

  • Blackhawk Capital Partners reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Blackhawk Capital Partners sold 2,471 iShares MSCI USA Size Factor ETF shares in Q3 2021, an estimated $297K.
  • Blackhawk Capital Partners first reported a position in iShares MSCI USA Size Factor ETF in Q1 2021 and held it in 2 quarters.
  • Blackhawk Capital Partners's iShares MSCI USA Size Factor ETF position peaked at $1.33M in Q1 2021.
  • 78 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2021.

Based on Blackhawk Capital Partners's 13F filing for Q3 2021, filed 10 Nov 2021.