CFFP
SIZE icon

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

Center for 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
2023
Q3 		– Sell
-440
Closed -$54K – 571
2023
Q2 		$54K Buy
+440
New +$51.6K 0.01% 214

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TWM
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PNC Financial Services Group
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Jane Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Center for Financial Planning's SIZE Position: Q3 2023 in Review

Center for Financial Planning sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2023, closing a stake of 440 shares — an estimated $54K sold.

Center for Financial Planning first reported a position in SIZE in Q2 2023 and held it in 1 quarter. The position peaked at $54K in Q2 2023. 65 funds tracked by Wall St. Rank hold SIZE as of Q3 2023.

  • Center for Financial Planning reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 440 iShares MSCI USA Size Factor ETF shares in Q3 2023, an estimated $54K.
  • Center for Financial Planning first reported a position in iShares MSCI USA Size Factor ETF in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's iShares MSCI USA Size Factor ETF position peaked at $54K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.