EDRS
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Edmond de Rothschild (Suisse)’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Edmond de Rothschild (Suisse)’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
2016
Q3 		$52K Hold
740
– – 0.02% 312
2016
Q2 		$50K Buy
+740
New +$49.6K 0.02% 281

Other funds holding SIZE

BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s SIZE Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q3 2016 at 740 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #312.

Edmond de Rothschild (Suisse) first reported a position in SIZE in Q2 2016 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold SIZE as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 740 shares of iShares MSCI USA Size Factor ETF worth $52K as of Q3 2016.
  • Edmond de Rothschild (Suisse) left its iShares MSCI USA Size Factor ETF share count unchanged in Q3 2016.
  • iShares MSCI USA Size Factor ETF made up 0.02% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #312 holding.
  • Edmond de Rothschild (Suisse) first reported a position in iShares MSCI USA Size Factor ETF in Q2 2016 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.