BFP
SIZE icon

Briaud Financial Planning’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Briaud Financial 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
2025
Q3 		– Sell
-92
Closed -$14K – 289
2025
Q2 		$14K Buy
+92
New +$13.4K 0.01% 213

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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Briaud Financial Planning's SIZE Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2025, closing a stake of 92 shares — an estimated $14K sold.

Briaud Financial Planning first reported a position in SIZE in Q2 2025 and held it in 1 quarter. The position peaked at $14K in Q2 2025. 67 funds tracked by Wall St. Rank hold SIZE as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 92 iShares MSCI USA Size Factor ETF shares in Q3 2025, an estimated $14K.
  • Briaud Financial Planning first reported a position in iShares MSCI USA Size Factor ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares MSCI USA Size Factor ETF position peaked at $14K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.