CFS Investment Advisory Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

CFS Investment Advisory Services’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
2020 Q4	$3.87M	Buy	+34,805	New	+$3.6M	0.62%	33

Other funds holding SIZE

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

CFS Investment Advisory Services's SIZE Position: Q4 2020 in Review

CFS Investment Advisory Services opened a new position in iShares MSCI USA Size Factor ETF (SIZE) in Q4 2020: 34,805 shares worth $3.87M. The stake represents 0.62% of the portfolio and ranks #33 among its holdings.

101 funds tracked by Wall St. Rank hold SIZE as of Q4 2020.

CFS Investment Advisory Services held 34,805 shares of iShares MSCI USA Size Factor ETF worth $3.87M as of Q4 2020.
iShares MSCI USA Size Factor ETF was a new CFS Investment Advisory Services position in Q4 2020.
iShares MSCI USA Size Factor ETF made up 0.62% of CFS Investment Advisory Services's portfolio in Q4 2020, its #33 holding.
101 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q4 2020.

Based on CFS Investment Advisory Services's 13F filing for Q4 2020, filed 11 Feb 2021.