GSWM
SIZE icon

Golden State Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-293
Closed -$21K – 770
2020
Q1 		$21K Buy
+293
New +$26.3K 0.01% 495

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Morgan Stanley
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CFG
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TWM
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Golden State Wealth Management's SIZE Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q2 2020, closing a stake of 293 shares — an estimated $21K sold.

Golden State Wealth Management first reported a position in SIZE in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 88 funds tracked by Wall St. Rank hold SIZE as of Q2 2020.

  • Golden State Wealth Management reported no remaining iShares MSCI USA Size Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 293 iShares MSCI USA Size Factor ETF shares in Q2 2020, an estimated $21K.
  • Golden State Wealth Management first reported a position in iShares MSCI USA Size Factor ETF in Q1 2020 and held it in 1 quarter.
  • Golden State Wealth Management's iShares MSCI USA Size Factor ETF position peaked at $21K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.