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

Darwin 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
2020
Q2 		– Sell
-33
Closed -$2K – 663
2020
Q1 		$2K Buy
+33
New +$2.97K ﹤0.01% 698

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Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TWM
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Thrivent Financial for Lutherans
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Darwin Wealth Management's SIZE Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 33 shares — an estimated $2K sold.

Darwin Wealth Management first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Darwin Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 33 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $2K.
  • Darwin Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $2K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.