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Glenmede Trust’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Glenmede Trust’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
Q1 		$159K Sell
1,000
-302
-23% -$49.8K ﹤0.01% 1345
2025
Q4 		$210K Buy
+1,302
New +$210K ﹤0.01% 1267

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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glenmede Trust's SIZE Position: Q1 2026 in Review

Glenmede Trust reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 23% in Q1 2026, selling an estimated $49.8K and leaving 1,000 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Glenmede Trust first reported a position in SIZE in Q4 2025 and has held it in 2 quarters since. The position peaked at $210K in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • Glenmede Trust held 1,000 shares of iShares MSCI USA Size Factor ETF worth $159K as of Q1 2026.
  • Glenmede Trust sold 302 iShares MSCI USA Size Factor ETF shares in Q1 2026, an estimated $49.8K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #1345 holding.
  • Glenmede Trust first reported a position in iShares MSCI USA Size Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Glenmede Trust's iShares MSCI USA Size Factor ETF position peaked at $210K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.