First Trust Advisors
SIZE icon

First Trust Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

First Trust Advisors’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
2025
Q3 		– Sell
-1,442
Closed -$223K – 2720
2025
Q2 		$223K Buy
+1,442
New +$210K ﹤0.01% 2496

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TWM
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors's SIZE Position: Q3 2025 in Review

First Trust Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q3 2025, closing a stake of 1,442 shares — an estimated $223K sold.

First Trust Advisors first reported a position in SIZE in Q2 2025 and held it in 1 quarter. The position peaked at $223K in Q2 2025. 67 funds tracked by Wall St. Rank hold SIZE as of Q3 2025.

  • First Trust Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q3 2025 after selling out during the quarter.
  • First Trust Advisors sold 1,442 iShares MSCI USA Size Factor ETF shares in Q3 2025, an estimated $223K.
  • First Trust Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q2 2025 and held it in 1 quarter.
  • First Trust Advisors's iShares MSCI USA Size Factor ETF position peaked at $223K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.