FANJ
SIZE icon

Financial Architects (New Jersey)’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Financial Architects (New Jersey)’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
2022
Q1 		– Sell
-2,885
Closed -$396K – 360
2021
Q4 		$396K Sell
2,885
-45
-2% -$6.05K 0.05% 231
2021
Q3 		$374K Buy
+2,930
New +$385K 0.05% 235

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Financial Architects (New Jersey)'s SIZE Position: Q1 2022 in Review

Financial Architects (New Jersey) sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2022, closing a stake of 2,885 shares — an estimated $396K sold.

Financial Architects (New Jersey) first reported a position in SIZE in Q3 2021 and held it in 2 quarters. The position peaked at $396K in Q4 2021. 75 funds tracked by Wall St. Rank hold SIZE as of Q1 2022.

  • Financial Architects (New Jersey) reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,885 iShares MSCI USA Size Factor ETF shares in Q1 2022, an estimated $396K.
  • Financial Architects (New Jersey) first reported a position in iShares MSCI USA Size Factor ETF in Q3 2021 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s iShares MSCI USA Size Factor ETF position peaked at $396K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2022, filed 5 May 2022.