EH
SIZE icon

Equitable Holdings’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Equitable Holdings’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
2026
Q2 		$255K Sell
1,431
-114
-7% -$19.6K ﹤0.01% 1612
2026
Q1 		$250K Buy
+1,545
New +$255K ﹤0.01% 1533
2020
Q2 		– Sell
-5,772
Closed -$412K – 651
2020
Q1 		$412K Buy
5,772
+1,878
+48% +$169K 0.01% 399
2019
Q4 		$379K Buy
+3,894
New +$364K 0.01% 452

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitable Holdings's SIZE Position: Q2 2026 in Review

Equitable Holdings reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 7.4% in Q2 2026, selling an estimated $19.6K and leaving 1,431 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Equitable Holdings first reported a position in SIZE in Q4 2019 and has held it in 4 quarters since. The position peaked at $412K in Q1 2020. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Equitable Holdings held 1,431 shares of iShares MSCI USA Size Factor ETF worth $255K as of Q2 2026.
  • Equitable Holdings sold 114 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $19.6K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1612 holding.
  • Equitable Holdings first reported a position in iShares MSCI USA Size Factor ETF in Q4 2019 and has held it in 4 quarters since.
  • Equitable Holdings's iShares MSCI USA Size Factor ETF position peaked at $412K in Q1 2020.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.