Chevy Chase Trust
SIZE icon

Chevy Chase Trust’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-2,960
Closed -$406K – 672
2021
Q4 		$406K Buy
+2,960
New +$398K ﹤0.01% 629

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Chevy Chase Trust's SIZE Position: Q1 2022 in Review

Chevy Chase Trust sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2022, closing a stake of 2,960 shares — an estimated $406K sold.

Chevy Chase Trust first reported a position in SIZE in Q4 2021 and held it in 1 quarter. The position peaked at $406K in Q4 2021. 75 funds tracked by Wall St. Rank hold SIZE as of Q1 2022.

  • Chevy Chase Trust reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Chevy Chase Trust sold 2,960 iShares MSCI USA Size Factor ETF shares in Q1 2022, an estimated $406K.
  • Chevy Chase Trust first reported a position in iShares MSCI USA Size Factor ETF in Q4 2021 and held it in 1 quarter.
  • Chevy Chase Trust's iShares MSCI USA Size Factor ETF position peaked at $406K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2022.

Based on Chevy Chase Trust's 13F filing for Q1 2022, filed 27 Apr 2022.