BBA
SIZE icon

Braun-Bostich & Associates’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Braun-Bostich & Associates’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
-84
Closed -$8K – 330
2019
Q4 		$8K Buy
+84
New +$7.85K 0.01% 260

Other funds holding SIZE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Braun-Bostich & Associates's SIZE Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2020, closing a stake of 84 shares — an estimated $8K sold.

Braun-Bostich & Associates first reported a position in SIZE in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • Braun-Bostich & Associates reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 84 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $8K.
  • Braun-Bostich & Associates first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • Braun-Bostich & Associates's iShares MSCI USA Size Factor ETF position peaked at $8K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.