GA
SIZE icon

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

GFS 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
2026
Q2 		$17M Buy
+20
New +$3.43K 1.79% 15

Other funds holding SIZE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GFS Advisors's SIZE Position: Q2 2026 in Review

GFS Advisors opened a new position in iShares MSCI USA Size Factor ETF (SIZE) in Q2 2026: 20 shares worth $17M. The stake represents 1.79% of the portfolio and ranks #15 among its holdings.

68 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • GFS Advisors held 20 shares of iShares MSCI USA Size Factor ETF worth $17M as of Q2 2026.
  • iShares MSCI USA Size Factor ETF was a new GFS Advisors position in Q2 2026.
  • iShares MSCI USA Size Factor ETF made up 1.79% of GFS Advisors's portfolio in Q2 2026, its #15 holding.
  • 68 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.