CWM
SIZE icon

Certus Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Certus Wealth Management’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
-8,826
Closed -$1.08M – 62
2023
Q2 		$1.08M Buy
+8,826
New +$1.03M 1.08% 26

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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

Certus Wealth Management's SIZE Position: Q3 2023 in Review

Certus Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2023, closing a stake of 8,826 shares — an estimated $1.08M sold.

Certus Wealth Management first reported a position in SIZE in Q2 2023 and held it in 1 quarter. The position peaked at $1.08M in Q2 2023. 65 funds tracked by Wall St. Rank hold SIZE as of Q3 2023.

  • Certus Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Certus Wealth Management sold 8,826 iShares MSCI USA Size Factor ETF shares in Q3 2023, an estimated $1.08M.
  • Certus Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q2 2023 and held it in 1 quarter.
  • Certus Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $1.08M in Q2 2023.
  • 65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2023.

Based on Certus Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.