Cascadia Advisory Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
Other funds holding SIZE
QA
CFG
FTUS
MPW
Cascadia Advisory Services's SIZE Position: Q3 2020 in Review
Cascadia Advisory Services increased its iShares MSCI USA Size Factor ETF (SIZE) stake by 52% in Q3 2020, buying an estimated $196K and bringing the position to 6,158 shares worth $577K. The position accounts for 0.16% of the portfolio, ranked #153.
Cascadia Advisory Services first reported a position in SIZE in Q4 2019 and has held it in 3 quarters since. The position peaked at $960K in Q4 2019. 89 funds tracked by Wall St. Rank hold SIZE as of Q3 2020.
- Cascadia Advisory Services held 6,158 shares of iShares MSCI USA Size Factor ETF worth $577K as of Q3 2020.
- Cascadia Advisory Services bought 2,102 iShares MSCI USA Size Factor ETF shares in Q3 2020, an estimated $196K.
- iShares MSCI USA Size Factor ETF made up 0.16% of Cascadia Advisory Services's portfolio in Q3 2020, its #153 holding.
- Cascadia Advisory Services first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 3 quarters since.
- Cascadia Advisory Services's iShares MSCI USA Size Factor ETF position peaked at $960K in Q4 2019.
- 89 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2020.
Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.