DAS
SIZE icon

Dynamic Advisor Solutions’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-3,659
Closed -$356K – 583
2019
Q4 		$356K Buy
+3,659
New +$342K 0.05% 372

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PAS
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ECM
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Dynamic Advisor Solutions's SIZE Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2020, closing a stake of 3,659 shares — an estimated $356K sold.

Dynamic Advisor Solutions first reported a position in SIZE in Q4 2019 and held it in 1 quarter. The position peaked at $356K in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • Dynamic Advisor Solutions reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,659 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $356K.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • Dynamic Advisor Solutions's iShares MSCI USA Size Factor ETF position peaked at $356K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.