Clearview Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Clearview Wealth Advisors’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	-107	Closed	-$13.2K	–	538
2023 Q2	$13.2K	Buy	107 +1	+0.9%	+$117	0.01%	329
2023 Q1	$12.6K	Hold	106	–	–	0.01%	330
2022 Q4	$12.1K	Hold	106	–	–	0.01%	306
2022 Q3	$11K	Buy	106 +1	+1%	+$116	0.01%	328
2022 Q2	$12K	Hold	105	–	–	0.01%	340
2022 Q1	$14K	Buy	105 +1	+1%	+$129	0.01%	343
2021 Q4	$14K	Sell	104 -103	-50%	-$13.9K	0.01%	371
2021 Q3	$26K	Sell	207 -134	-39%	-$17.6K	0.02%	306
2021 Q2	$44K	Sell	341 -895	-72%	-$113K	0.03%	251
2021 Q1	$149K	Sell	1,236 -7,572	-86%	-$882K	0.1%	130
2020 Q4	$979K	Buy	+8,808	New	+$911K	0.66%	35

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearview Wealth Advisors's SIZE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2023, closing a stake of 107 shares — an estimated $13.2K sold.

Clearview Wealth Advisors first reported a position in SIZE in Q4 2020 and held it in 11 quarters. The position peaked at $979K in Q4 2020. 65 funds tracked by Wall St. Rank hold SIZE as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 107 iShares MSCI USA Size Factor ETF shares in Q3 2023, an estimated $13.2K.
Clearview Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $979K in Q4 2020.
65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.