CFA
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Cahill Financial Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-39
Closed -$5K – 676
2021
Q3 		$5K Buy
+39
New +$5.12K ﹤0.01% 689

Other funds holding SIZE

BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cahill Financial Advisors's SIZE Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q4 2021, closing a stake of 39 shares — an estimated $5K sold.

Cahill Financial Advisors first reported a position in SIZE in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 87 funds tracked by Wall St. Rank hold SIZE as of Q4 2021.

  • Cahill Financial Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 39 iShares MSCI USA Size Factor ETF shares in Q4 2021, an estimated $5K.
  • Cahill Financial Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's iShares MSCI USA Size Factor ETF position peaked at $5K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.