BTI
SIZE icon

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

Blue Trust 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
2025
Q2 		– Hold
0
– – – 2433
2023
Q1 		– Sell
-43
Closed -$5K – 2599
2022
Q4 		$5K Hold
43
– – ﹤0.01% 1750
2022
Q3 		$5K Hold
43
– – ﹤0.01% 1582
2022
Q2 		$6K Buy
+43
New +$5.16K ﹤0.01% 1400

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Trust Inc's SIZE Position: Q2 2025 in Review

Blue Trust Inc held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q2 2025 at 0 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Blue Trust Inc first reported a position in SIZE in Q2 2022 and has held it in 3 quarters since. The position peaked at $6K in Q2 2022. 67 funds tracked by Wall St. Rank hold SIZE as of Q2 2025.

  • Blue Trust Inc held 0 shares of iShares MSCI USA Size Factor ETF worth $33 as of Q2 2025.
  • Blue Trust Inc left its iShares MSCI USA Size Factor ETF share count unchanged in Q2 2025.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2025, its #2433 holding.
  • Blue Trust Inc first reported a position in iShares MSCI USA Size Factor ETF in Q2 2022 and has held it in 3 quarters since.
  • Blue Trust Inc's iShares MSCI USA Size Factor ETF position peaked at $6K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.