GHP Investment Advisors’s iShares MSCI Intl Size Factor ETF ISZE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,800
Closed -$124K 1090
2024
Q2
$124K Hold
4,800
0.01% 414
2024
Q1
$128K Hold
4,800
0.01% 418
2023
Q4
$125K Hold
4,800
0.01% 417
2023
Q3
$116K Hold
4,800
0.01% 419
2023
Q2
$124K Hold
4,800
0.01% 413
2023
Q1
$124K Hold
4,800
0.01% 413
2022
Q4
$115K Hold
4,800
0.01% 423
2022
Q3
$100K Hold
4,800
0.01% 424
2022
Q2
$112K Hold
4,800
0.01% 406
2022
Q1
$132K Buy
+4,800
New +$134K 0.01% 399

GHP Investment Advisors's ISZE Position: Q3 2024 in Review

GHP Investment Advisors sold out of iShares MSCI Intl Size Factor ETF (ISZE) in Q3 2024, closing a stake of 4,800 shares — an estimated $124K sold.

GHP Investment Advisors first reported a position in ISZE in Q1 2022 and held it in 10 quarters. The position peaked at $132K in Q1 2022. 0 funds tracked by Wall St. Rank hold ISZE as of Q3 2024.

  • GHP Investment Advisors reported no remaining iShares MSCI Intl Size Factor ETF position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 4,800 iShares MSCI Intl Size Factor ETF shares in Q3 2024, an estimated $124K.
  • GHP Investment Advisors first reported a position in iShares MSCI Intl Size Factor ETF in Q1 2022 and held it in 10 quarters.
  • GHP Investment Advisors's iShares MSCI Intl Size Factor ETF position peaked at $132K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held iShares MSCI Intl Size Factor ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.