Focus Financial Network’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Focus Financial Network’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 Q2	–	Sell	-1,788	Closed	-$233K	–	520
2022 Q1	$233K	Buy	+1,788	New	+$231K	0.02%	468
2021 Q1	–	Sell	-17,500	Closed	-$1.95M	–	519
2020 Q4	$1.95M	Buy	17,500 +591	+3%	+$61.1K	0.17%	114
2020 Q3	$1.59M	Buy	16,909 +7,437	+79%	+$692K	0.15%	134
2020 Q2	$830K	Buy	+9,472	New	+$781K	0.09%	181

Other funds holding SIZE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MPW

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Focus Financial Network's SIZE Position: Q2 2022 in Review

Focus Financial Network sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2022, closing a stake of 1,788 shares — an estimated $233K sold.

Focus Financial Network first reported a position in SIZE in Q2 2020 and held it in 4 quarters. The position peaked at $1.95M in Q4 2020. 74 funds tracked by Wall St. Rank hold SIZE as of Q2 2022.

Focus Financial Network reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2022 after selling out during the quarter.
Focus Financial Network sold 1,788 iShares MSCI USA Size Factor ETF shares in Q2 2022, an estimated $233K.
Focus Financial Network first reported a position in iShares MSCI USA Size Factor ETF in Q2 2020 and held it in 4 quarters.
Focus Financial Network's iShares MSCI USA Size Factor ETF position peaked at $1.95M in Q4 2020.
74 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2022.

Based on Focus Financial Network's 13F filing for Q2 2022, filed 24 Jul 2024.