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Financial Advocates Investment Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Financial Advocates Investment 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
2021
Q1 		– Sell
-12,644
Closed -$605K – 794
2020
Q4 		$605K Buy
+12,644
New +$1.31M 0.04% 407
2020
Q3 		– Sell
-7,360
Closed -$650K – 681
2020
Q2 		$650K Buy
7,360
+231
+3% +$19K 0.06% 316
2020
Q1 		$508K Buy
+7,129
New +$641K 0.07% 270

Other funds holding SIZE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Financial Advocates Investment Management's SIZE Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2021, closing a stake of 12,644 shares — an estimated $605K sold.

Financial Advocates Investment Management first reported a position in SIZE in Q1 2020 and held it in 3 quarters. The position peaked at $650K in Q2 2020. 83 funds tracked by Wall St. Rank hold SIZE as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,644 iShares MSCI USA Size Factor ETF shares in Q1 2021, an estimated $605K.
  • Financial Advocates Investment Management first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 3 quarters.
  • Financial Advocates Investment Management's iShares MSCI USA Size Factor ETF position peaked at $650K in Q2 2020.
  • 83 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.