CFW
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CA Family Wealth’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

CA Family Wealth’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 		$201K Sell
2,816
-1,116
-28% -$100K 0.21% 37
2019
Q4 		$383K Buy
+3,932
New +$367K 0.26% 38

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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

CA Family Wealth's SIZE Position: Q1 2020 in Review

CA Family Wealth reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 28% in Q1 2020, selling an estimated $100K and leaving 2,816 shares worth $201K. The position accounts for 0.21% of the portfolio, ranked #37.

CA Family Wealth first reported a position in SIZE in Q4 2019 and has held it in 2 quarters since. The position peaked at $383K in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • CA Family Wealth held 2,816 shares of iShares MSCI USA Size Factor ETF worth $201K as of Q1 2020.
  • CA Family Wealth sold 1,116 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $100K.
  • iShares MSCI USA Size Factor ETF made up 0.21% of CA Family Wealth's portfolio in Q1 2020, its #37 holding.
  • CA Family Wealth first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's iShares MSCI USA Size Factor ETF position peaked at $383K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.