Cerity Partners’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Sell |
4,876
-202
| -4% | -$31.2K | ﹤0.01% | 1657 |
|
|
2025
Q1 | $738K | Sell |
5,078
-24
| -0.5% | -$3.49K | ﹤0.01% | 1561 |
|
|
2024
Q4 | $758K | Buy |
5,102
+728
| +17% | +$108K | ﹤0.01% | 1547 |
|
|
2024
Q3 | $651K | Sell |
4,374
-158
| -3% | -$23.5K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $623K | Buy |
4,532
+163
| +4% | +$22.4K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $622K | Sell |
4,369
-453
| -9% | -$64.5K | ﹤0.01% | 1493 |
|
|
2023
Q4 | $636K | Sell |
4,822
-71
| -1% | -$9.36K | ﹤0.01% | 1167 |
|
|
2023
Q3 | $574K | Buy |
4,893
+29
| +0.6% | +$3.4K | ﹤0.01% | 927 |
|
|
2023
Q2 | $597K | Buy |
+4,864
| New | +$597K | ﹤0.01% | 1107 |
|