Cerity Partners
SIZE icon

Cerity Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Cerity Partners’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
2026
Q2 		$295K Sell
1,652
-170
-9% -$29.2K ﹤0.01% 2809
2026
Q1 		$291K Sell
1,822
-3,633
-67% -$599K ﹤0.01% 2634
2025
Q4 		$881K Sell
5,455
-678
-11% -$109K ﹤0.01% 1777
2025
Q3 		$986K Buy
6,133
+1,257
+26% +$199K ﹤0.01% 1605
2025
Q2 		$754K Sell
4,876
-202
-4% -$29.5K ﹤0.01% 1658
2025
Q1 		$738K Sell
5,078
-24
-0.5% -$3.61K ﹤0.01% 1567
2024
Q4 		$758K Buy
5,102
+728
+17% +$111K ﹤0.01% 1547
2024
Q3 		$651K Sell
4,374
-158
-3% -$22.5K ﹤0.01% 1628
2024
Q2 		$623K Buy
4,532
+163
+4% +$22.4K ﹤0.01% 1441
2024
Q1 		$622K Sell
4,369
-453
-9% -$60.9K ﹤0.01% 1493
2023
Q4 		$636K Sell
4,822
-71
-1% -$8.57K ﹤0.01% 1172
2023
Q3 		$574K Buy
4,893
+29
+0.6% +$3.57K ﹤0.01% 930
2023
Q2 		$597K Buy
+4,864
New +$570K ﹤0.01% 1108

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JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's SIZE Position: Q2 2026 in Review

Cerity Partners reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 9.3% in Q2 2026, selling an estimated $29.2K and leaving 1,652 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Cerity Partners first reported a position in SIZE in Q2 2023 and has held it in 13 quarters since. The position peaked at $986K in Q3 2025. 68 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Cerity Partners held 1,652 shares of iShares MSCI USA Size Factor ETF worth $295K as of Q2 2026.
  • Cerity Partners sold 170 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $29.2K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2809 holding.
  • Cerity Partners first reported a position in iShares MSCI USA Size Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • Cerity Partners's iShares MSCI USA Size Factor ETF position peaked at $986K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.