FWA
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FSC Wealth Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

FSC Wealth 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
Q2 		– Sell
-117
Closed -$17.1K – 216
2025
Q1 		$17.1K Hold
117
– – 0.01% 176
2024
Q4 		$17.4K Hold
117
– – 0.01% 173
2024
Q3 		$17.5K Hold
117
– – 0.01% 168
2024
Q2 		$16.1K Hold
117
– – 0.01% 169
2024
Q1 		$16.7K Hold
117
– – 0.01% 168
2023
Q4 		$15.5K Hold
117
– – 0.01% 169
2023
Q3 		$13.8K Hold
117
– – 0.01% 146
2023
Q2 		$14.4K Hold
117
– – 0.01% 124
2023
Q1 		$13.8K Hold
117
– – 0.02% 100
2022
Q4 		$13.3K Hold
117
– – 0.02% 99
2022
Q3 		$12K Sell
117
-59
-34% -$6.85K 0.12% 102
2022
Q2 		$19K Hold
176
– – 0.17% 83
2022
Q1 		$23K Hold
176
– – 0.02% 90
2021
Q4 		$24K Buy
+176
New +$23.7K 0.02% 97

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC Wealth Advisors's SIZE Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2025, closing a stake of 117 shares — an estimated $17.1K sold.

FSC Wealth Advisors first reported a position in SIZE in Q4 2021 and held it in 14 quarters. The position peaked at $24K in Q4 2021. 67 funds tracked by Wall St. Rank hold SIZE as of Q2 2025.

  • FSC Wealth Advisors reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 117 iShares MSCI USA Size Factor ETF shares in Q2 2025, an estimated $17.1K.
  • FSC Wealth Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q4 2021 and held it in 14 quarters.
  • FSC Wealth Advisors's iShares MSCI USA Size Factor ETF position peaked at $24K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.