EWM
SIZE icon

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

Edge 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
Q1 		– Sell
-2,177
Closed -$212K – 673
2019
Q4 		$212K Buy
+2,177
New +$203K 0.04% 142

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LPL Financial
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PAS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Edge Wealth Management's SIZE Position: Q1 2020 in Review

Edge Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2020, closing a stake of 2,177 shares — an estimated $212K sold.

Edge Wealth Management first reported a position in SIZE in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 143 funds tracked by Wall St. Rank hold SIZE as of Q1 2020.

  • Edge Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 2,177 iShares MSCI USA Size Factor ETF shares in Q1 2020, an estimated $212K.
  • Edge Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and held it in 1 quarter.
  • Edge Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $212K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.