Focus Financial Network’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,788
| Closed | -$233K | – | 520 |
|
|
2022
Q1 | $233K | Buy |
+1,788
| New | +$233K | 0.02% | 468 |
|
|
2021
Q1 | – | Sell |
-17,500
| Closed | -$1.95M | – | 519 |
|
|
2020
Q4 | $1.95M | Buy |
17,500
+591
| +3% | +$65.7K | 0.17% | 114 |
|
|
2020
Q3 | $1.59M | Buy |
16,909
+7,437
| +79% | +$697K | 0.15% | 134 |
|
|
2020
Q2 | $830K | Buy |
+9,472
| New | +$830K | 0.09% | 181 |
|