Cetera Advisor Networks’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Cetera Advisor Networks’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
2022 Q2	–	Sell	-4,280	Closed	-$558K	–	2185
2022 Q1	$558K	Sell	4,280 -284	-6%	-$36.7K	0.01%	1231
2021 Q4	$626K	Sell	4,564 -131	-3%	-$17.6K	0.01%	1140
2021 Q3	$600K	Sell	4,695 -21	-0.4%	-$2.76K	0.01%	1116
2021 Q2	$610K	Buy	4,716 +249	+6%	+$31.4K	0.01%	1077
2021 Q1	$536K	Buy	+4,467	New	+$520K	0.01%	838
2020 Q3	–	Sell	-114	Closed	-$10K	–	2730
2020 Q2	$10K	Buy	+114	New	+$9.39K	﹤0.01%	2725

Other funds holding SIZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cetera Advisor Networks's SIZE Position: Q2 2022 in Review

Cetera Advisor Networks sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2022, closing a stake of 4,280 shares — an estimated $558K sold.

Cetera Advisor Networks first reported a position in SIZE in Q2 2020 and held it in 6 quarters. The position peaked at $626K in Q4 2021. 74 funds tracked by Wall St. Rank hold SIZE as of Q2 2022.

Cetera Advisor Networks reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2022 after selling out during the quarter.
Cetera Advisor Networks sold 4,280 iShares MSCI USA Size Factor ETF shares in Q2 2022, an estimated $558K.
Cetera Advisor Networks first reported a position in iShares MSCI USA Size Factor ETF in Q2 2020 and held it in 6 quarters.
Cetera Advisor Networks's iShares MSCI USA Size Factor ETF position peaked at $626K in Q4 2021.
74 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2022.

Based on Cetera Advisor Networks's 13F filing for Q2 2022, filed 11 Aug 2022.